February 2010

Building stronger family businesses ™www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130_____________________________________________________________________________________________________________________________________________________________________________

©2010 Scion Advisors. All rights reserved.

1

“We enable clients to build financially-viable businesses in less time.”

Hank Salvo and Deborah Steinthal, Scion Advisors

February 2010

Building stronger family businesses ™www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130___________________________________________________________________________________________________________________________________________________________________________

©2010 Scion Advisors. All rights reserved.

2

Who are Scion Advisors®? Seasoned general managers from world class

organizations− We have walked in clients’ shoes and run businesses

Track record with over 100 companies across several industries

Proven approach to building stronger businesses− Specialize in family-owned, closely-held

February 2010

Building stronger family businesses ™www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130___________________________________________________________________________________________________________________________________________________________________________

©2010 Scion Advisors. All rights reserved.

Experienced across multiple industries

Wine industry - global Consumer packaged goods High tech and internet Retail

3

February 2010

Building stronger family businesses ™www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130

__________________________________________________________________________________________________________________________________________________________________________

©2010 Scion Advisors. All rights reserved.

Scion approach4

Proven process: a framework that delivers results

Assess Align Plan Execute

February 2010

Building stronger family businesses ™www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130___________________________________________________________________________________________________________________________________________________________________________

©2010 Scion Advisors. All rights reserved.

Develop a framework for the future

Preparing for business growth Preparing for exit: transaction readiness Preparing for generational continuity

5

Preparing for growth

BusinessStrategy

Market Strategy

Functional Strategies

Functional Action Plans

Align Vision & Goals

Execution

Framework for driving decisions

Goals

Get the team aligned and connect the dots between strategy and execution

6

February 2010

Building stronger family businesses ™www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130

__________________________________________________________________________________________________________________________________________________________________________

©2010 Scion Advisors. All rights reserved.

Ideal clients: <$200mm revenues7

“Scion helped us reposition to grow profits. Their approach allowed us to achieve a stable organization driving solid decisions and accountability for results.”

Jeff Bundschu, 6th generation CEOGundlach Bundschu

“Scion gave us the courage and the reason to believe that we can do it."

Tim Wallace, PresidentBenziger Family Vineyards

Scion clients include:

• Benziger Family Vineyards• Brown Forman• Cakebread Cellars• Domaine Carneros• Far Niente Winery• Goosecross Cellars• Gundlach Bundschu Winery• Hanzell Vineyards• J Wine Co.• Luna Vineyards• Patz & Hall Wine Co.• Rodney Strong Vineyards• Seghesio• Silver Oak Cellars• Six Sigma Ranch• Spottswoode Estate• Viader• Windsor Vineyards•Several large wine companies

“...Patz & Hall Wine Company today announced the first step of many that are part of a strategic sustainable business model developed over the past year by Patz & Hall founders in collaboration with Scion Advisors.”

SF Business Times

Building stronger family businesses ™www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130_______________________________________________________________________________________________________________________________

Appendix

8

February 2010

Building stronger family businesses ™www.scionadvisors.com | 1339 Pearl Street, Suite 204, Napa, CA 94559 | 707.258.9130___________________________________________________________________________________________________________________________________________________________________________

©2010 Scion Advisors. All rights reserved.

Scion competencies9

Framework Assess Align Plan Execute

Leadership competencies Team developmentBoard development

Succession planning Organization strategy

Leadership coachingCulture Building Conflict resolution

Gap analysis ScorecardsOperations benchmarksProfitability /value analysisRisk analysis

Alternative business scenarios Developing, aligningbusiness vision and goals

StrategicFinancial forecastingOperationsAnnual offsiteGovernance

Decision making skills, practicesCascading goals (KPIs)Clarifying roles and accountabilities

Opportunity analysisPositioningMarket and competitiveresearchChannel auditing

Developing, aligningbrand vision and goals

Market & brand strategyChannel strategy Product portfoliostrategy

Project mgt.Brand doctoring

Transaction readinessOwnership alignmentSuccession assessment

Alternative ownership scenariosDeveloping, aligningbusiness vision and goals

Family code & constitutionGenerational continuitySuccession planning Governance

Family council,meeting facilitation

Framework Assess Align Plan Execute

Leadership competencies Team developmentBoard development

Succession planning Organization strategy

Leadership coachingCulture Building Conflict resolution

Gap analysis ScorecardsOperations benchmarksProfitability /value analysisRisk analysis

Alternative business scenarios Developing, aligningbusiness vision and goals

StrategicFinancial forecastingOperationsAnnual offsiteGovernance

Decision making skills, practicesCascading goals (KPIs)Clarifying roles and accountabilities

Opportunity analysisPositioningMarket and competitiveresearchChannel auditing

Developing, aligningbrand vision and goals

Market & brand strategyChannel strategy Product portfoliostrategy

Project mgt.Brand doctoring

Transaction readinessOwnership alignmentSuccession assessment

Alternative ownership scenariosDeveloping, aligningbusiness vision and goals

Family code & constitutionGenerational continuitySuccession planning Governance

Family council,meeting facilitation

Framework Assess Align Plan Execute

Leadership competencies Team developmentBoard development

Succession planning Organization strategy

Leadership coachingCulture Building Conflict resolution

Gap analysis ScorecardsOperations benchmarksProfitability /value analysisRisk analysis

Alternative business scenarios Developing, aligningbusiness vision and goals

StrategicFinancial forecastingOperationsAnnual offsiteGovernance

Decision making skills, practicesCascading goals (KPIs)Clarifying roles and accountabilities

Opportunity analysisPositioningMarket and competitiveresearchChannel auditing

Developing, aligningbrand vision and goals

Market & brand strategyChannel strategy Product portfoliostrategy

Project mgt.Brand doctoring

Transaction readinessOwnership alignmentSuccession assessment

Alternative ownership scenariosDeveloping, aligningbusiness vision and goals

Family code & constitutionGenerational continuitySuccession planning Governance

Family council,meeting facilitation

Framework Assess Align Plan Execute

Leadership competencies Team developmentBoard development

Succession planning Organization strategy

Leadership coachingCulture Building Conflict resolution

Gap analysis ScorecardsOperations benchmarksProfitability /value analysisRisk analysis

Alternative business scenarios Developing, aligningbusiness vision and goals

StrategicFinancial forecastingOperationsAnnual offsiteGovernance

Decision making skills, practicesCascading goals (KPIs)Clarifying roles and accountabilities

Opportunity analysisPositioningMarket and competitiveresearchChannel auditing

Developing, aligningbrand vision and goals

Market & brand strategyChannel strategy Product portfoliostrategy

Project mgt.Brand doctoring

Transaction readinessOwnership alignmentSuccession assessment

Alternative ownership scenariosDeveloping, aligningbusiness vision and goals

Family code & constitutionGenerational continuitySuccession planning Governance

Family council,meeting facilitation

Framework Assess Align Plan Execute

Leadership competencies Team developmentBoard development

Succession planning Organization strategy

Leadership coachingCulture Building Conflict resolution

Gap analysis ScorecardsOperations benchmarksProfitability /value analysisRisk analysis

Alternative business scenarios Developing, aligningbusiness vision and goals

StrategicFinancial forecastingOperationsAnnual offsiteGovernance

Decision making skills, practicesCascading goals (KPIs)Clarifying roles and accountabilities

Opportunity analysisPositioningMarket and competitiveresearchChannel auditing

Developing, aligningbrand vision and goals

Market & brand strategyChannel strategy Product portfoliostrategy

Project mgt.Brand doctoring

Transaction readinessOwnership alignmentSuccession assessment

Alternative ownership scenariosDeveloping, aligningbusiness vision and goals

Family code & constitutionGenerational continuitySuccession planning Governance

Family council,meeting facilitation