A boutique strategy consultancy, Scion Advisors has a proven approach driving profitable growth for over 130 private businesses.

1. ©2015 Scion Advisors. All rights reserved.
A
PROVEN
APPROACH
DRIVING
PROFITABLE
GROWTH
FOR
PRIVATE
BUSINESSES

2. TRACK RECORD: OVER 130 TOP BRANDS

3. 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
©2014 Scion Advisors. All rights reserved.

4. 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
©2014 Scion Advisors. All rights reserved.

5. TAKING BUSINESSES TO THE NEXT STAGE
o Positioning for business growth
o Preparing for exit (pre/post)
©2014 Scion Advisors. All rights reserved.

6. 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
©2014 Scion Advisors. All rights reserved.

7. 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.
©2014 Scion Advisors. All rights reserved.

8. “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
CURRENT WORK
FOOD,
WINE,
CONSUMER
TECHNOLOGY
• Interim
CMO
for
a
diversified
consumer
porHolio.
Led
cross-­‐func-onal,
na-onal
and
interna-onal
teams
through
planning
process
driving
25%
growth
for
five
brands.
• Stronger
contribuMon
margins.
Realigned
brand
and
product
por@olio
grows
cash
flow
by
factor
of
5
in
4
years.
• Post
acquisiMon
integraMon.
Simplified
team
structure,
less
silos
and
transparent
communica-ons
drive
faster
results,
more
accountability
and
mo-vated
execu-on.
• BoOom
line
growth.
Situa-on
assessment,
financial
scenarios
and
expert
guidance
enable
spin
off
of
non
profitable,
non
core
opera-ons.
• Succession
(ownership,
board
and
business
teams).
Realigned
business
team
and
board
structure
reduces
risk
and
ensures
accountability
for
business
results.

9. RE-ALIGNING FOR GROWTH
WINE
Case
Study
#1
Reposi-oned
business
leads
to
5
-mes
growth
in
cash
flow
(EBIT)
in
3
years;
stable
organiza-on
during
solid
decision-­‐making
and
communica-ons;
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
©2014 Scion Advisors. All rights reserved.

10. 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
reposi-oning
with
more
diversified
channel
strategy
and
product
por@olio
focusing
on
high
margin
specialty
retail.
Opportunity
to
double
in
three
years
and
sell
for
a
higher
mul-ple.
©2014 Scion Advisors. All rights reserved.

11. EXPANDING DIGITAL SALES CHANNEL
Case
Study
#3
Strategic
reposi-oning
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©2014 Scion Advisors. All rights reserved.

12. Seattle,
WA
98110
www.scionadvisors.com
707.246.6830
©2014 Scion Advisors. All rights reserved.