Cash flow growth.

The Challenge

A successful brand in national distribution with strong vineyard relationships, Patz & Hall needed better alignment among business partners, and an ownership and business structure more supportive of growth opportunities.

The Solution

Scion Advisors collaborated with the CXO/ownership team to develop a strategic organization structure to support sustainable growth.

  • Led comprehensive, strategic planning roadmap process, including qualitative/quantitative market research; rationalized product and channel strategy; and validated band positioning.
  • Designed and deployed organization strategy; drove recruiting process; implemented performance management process.
  • Designed Board of Directors strategy; drove recruiting process; implemented governance practices.
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. I can honestly say we would not be the success we are today without them.

James Hall, Founder & Winemaker, Patz & Hall WIne Company

Stable organization driving solid decisions.

Divided owners working as cohesive company.

Solid growth in cash flow.


Scenario planning


Consumer Insights and Analytics


Team Alignment

Amazing Result

Grew EBIT (cash flow) 5.5 times in 3 years

Implemented consumer direct channel strategy.

Developed product portfolio, brand positioning and differentiated channel strategy.

Renegotiated shareholder agreements.

Stabilized ownership estate and exit strategy.

Designed effective governance.

Implemented performance management and communications practices.

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