September 2016 Who is Scion Advisors (PNW))

©2016 Scion Advisors. All rights reserved.

A PROVEN APPROACH DRIVING PROFITABLE GROWTH FOR PRIVATE BUSINESSES

TRACK RECORD: OVER 130 TOP BRANDS

o  Seasoned general managers from world class organizations •  We have walked in clients’ shoes and managed businesses

o  Proven approach to building stronger, more viable businesses •  Specialize in mid-sized private enterprises

o  Track record with over 100 companies across several industries •  Taking businesses to the next stage

BUSINESS AND STRATEGY ADVISORS

“In a rapidly changing world, Scion Advisors is one of the best firms at developing strategies and a financial plan that translate to success.”

Rob McMillan, Executive Vice President Silicon Valley Bank


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o  Track record launching and building businesses •  Wine, grape and food producers •  Retail, Food Service, Restaurant •  Consumer Package Goods •  General Manufacturing •  Tech with emphasis in Ecommerce

o  Broad range of general management experience from start up to Fortune 100 •  C level •  Marketing, sales and business development •  Product development •  Financial management

OUR TEAM


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TAKING BUSINESSES TO THE NEXT STAGE o  Positioning for business growth o  Preparing for exit (pre/post)


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HOW TO BEAT THE ODDS

o  On growth – ‘Even in better times, at least 75% of startups fail; only 6% grew to $10 million. Fewer than 2% hit $50 million.’*

o  On family continuity– ‘75% do not transition to the 2nd generation. Less than 1% survive past the 3rd generation.’

*Boston Consulting Group


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THE SCION APPROACH

Proven process: a framework that delivers results

Assess Align Plan Execute

We manage your process, assemble the team and work alongside you to assess problems, clarify decisions and drive strategies.


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“Deborah has an amazing ability to process a tremendous amount of data within a business and then distill that information into clear ideas that can pin point key issues and tactics that need to be implemented within your organization. She is an exceptionally articulate person who possesses solid industry insight along with a deep understanding of family owned wineries and the challenges they face. I would recommend her as a key resource to any growing winery business seeking to manage transition and improve performance.”

Tony Stewart, CEO, BACAS FAMILY ESTATES

DIVERSE WORK EXAMPLES

WINE, FOOD, CONSUMER TECHNOLOGY •  Stronger contribution margins. Realigned brand and product portfolio grows cash

flow by factor of 5 in 4 years. Owners sell 10 years later for a large multiple.

•  Succession (ownership, board and business teams). Realigned business team and board structure reduces risk and ensures accountability for business results.

•  Post acquisition integration. Simplified team structure, less silos and transparent communications drive faster results, more accountability and motivated execution.

•  Bottom line growth. Situation assessment, financial scenarios and expert guidance enable spin off of non profitable, non core operations.

•  Interim CMO for diversified consumer portfolio. Led cross-functional, national and international teams through planning process driving 25% growth for five brands.

RE-ALIGNING FOR GROWTH

WINE

Case Study #1

Repositioned business leads to 5 times growth in cash flow (EBIT) in 3 years; stable organization driving solid decision-making and communications; divided owners working as cohesive company.

'The entire Scion Advisors team has been an excellent resource in helping us organize around key planning, financial and personnel decisions. They are a great resource to anyone considering a detailed analysis, reorganization, or review of their family wine company. We would not be the success we are today without them.'

James Hall, Owner-Winemaker Patz & Hall Wine Co. ©2016 Scion Advisors. All rights reserved.

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BUILDING EQUITY FOR AN EXIT

FOOD

Far exceeded our expectations! Got done in 3 months what we could not accomplish in 3 years. Plus you believed in our success, which gave us confidence.

CEO Premium Confectionary Producer for William Sonoma

Case Study #2

Strategic roadmap for growth enables business repositioning with more diversified channel strategy and product portfolio focusing on high margin specialty retail. Opportunity to double in three years and sell for a higher multiple.


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EXPANDING DIGITAL SALES CHANNEL

Case Study #3

Strategic repositioning of business model and brand, enables re-launch of an online marketplace.

Opportunity to move from $25 to $40 million in three years, increases customer base and product skus ten fold.

CONSUMER TECHNOLOGY

'I retained Scion Advisors to engage in strategic planning for our Vinesse online business. The entire process was exceptionally well-executed. The results have been characterized by professionalism, quality insight and recommendations, and full breadth and understanding of the complexity and challenges of our niche. They brought a marriage of passion and excellence to our project.’

Nicholas Perdiew, CEO, Vinesse Online

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McMinnville,OR97128www.scionadvisors.com

707.246.6830


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September 2016 Who is Scion Advisors (PNW))