Sean Callaway, CEO
'Scion Advisors far exceeded our expectations! We got done in 3 months what we could not accomplish in 3 years.'
Producers of William Sonoma chocolate peppermint bark
James Hall, Owner-Winemaker
Patz & Hall Wine Co.
'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.'
Nicholas Perdiew, CEO
'I retained Scion Advisors to engage in strategic planning for our Vinesse online business. The project covered a wide scope and spanned several months. 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. I recommend Scion wholeheartedly for the marriage of passion and excellence they brought to our planning engagement.'
Jim Anderson, Partner
The Cypress Group
'Having known and worked with Deborah for the past few years I consider her one of the top consulting professionals in the wine and related businesses. I have worked closely with Deborah and the Scion team on various projects and their professionalism and knowledge remains virtually unmatched. They are incredibly well networked and are subject expert on issues related to the wine industry and beyond.
Their services are always in demand and I suggest retaining them for any relevant project that you might have... if you can get them. Clearly one of the best.'
Justin Gagnon, CEO
'Scion helped me to understand how I was introducing risk by taking focus off my core business. I was exploring options for diversifying our business and building more profitable channels. What I learned is my business had not been optimized, lacked the maturity, repeatability and the people to keep it running successfully through a pivot in organizational strategy.
Scion helped me restructure and align my team, vet growth opportunities more robustly and develop a cohesive strategy - with less risk and more upside. The immediate net impact of our work with Scion has been consistent growth in net operating margins.'
Rob McMillan, Senior VP
Silicon Valley Bank
'In a rapidly changing world, Scion Advisors is one of the best firms at developing strategies and a financial plan that translate to success.'
Greg Ralston, President & CEO
Evening Land Vineyards
'Deborah and her team bring a unique set of attributes to the wine industry - international perspective and granular knowledge, passion balanced with objectivity, deep insight and telescopic vision, disciplined work ethic with plans for a long weekend. They embody all that is best about our world and work tirelessly to make it better by working closely and successfully with business owners seeking solutions to their many and unique challenges all the while mentoring the next generation of leaders.'
San Francisco Business Times
'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.'
Tim Wallace, President
Benziger Family Vineyards
'They gave us the courage and the tools to break through and grow.'
Rachel Dumas Rey, Owner
'Deborah is an incredible business strategist and planning facilitator. She and her partners at Scion have helped me and the members of my executive team fine tune our business plan and her thoughtful participation has allowed us to reach our potential. Her knowledge of wine and technology industries has been invaluable.'
Jeff Bundschu, 6th Generation CEO
Gundlach Bundschu Winery
'They helped us reposition to grow profits. Their approach allowed us to achieve a stable organization driving solid decisions and accountability for results.'
Sara Desmond, Marketing Director
'Deborah is a world-class strategist and marketer with a unique ability to inspire others to dig deep and think big. I’ve never known anyone who can so well combine professionalism with humanness to create long lasting success for the businesses and teams she works with. She's been a great source of inspiration!'
Eileen Crane, CEO
Domaine Carneros Winery
'…. successful leaders differentiate on how fast and well they apply game changing ideas. Scion's CEO roundtable forums afford time to think creatively and peer-to-peer advice has helped me become a more confident leader, achieving better results.'
Erle Martin, CEO
Crimson Wine Group
'If I were thinking of selling, I would hire someone like Scion Advisors to do a diagnostic scorecard, and then focus a plan on those areas that need fixing.'