Jonathan Lack
Jonathan H. Lack is a seasoned business strategist and consultant who works with high-producing agents and top Compass teams across the country, including Carey Hagglund Condy Team (Marin County), Dana Green Team (Lamorinda), Kopman Adler (Boston), Neal Ward Properties (San Francisco), Sally Forster Jones Group (Los Angeles), the Coley Group (Raleigh), and the Jamie McMartin Group (Houston). He specializes in helping high-performing professionals achieve sustainable growth through actionable, strategic planning.
Jonathan began consulting in real estate in 2018, initially advising the Carey Hagglund Condy Team, which rose to become the #1 Compass team in Marin County. This success led to ongoing work with some of the most elite and high-producing teams in the country. He also collaborates with industry veteran Steve Shull of Performance Coaching to deliver strategic planning webinars that empower agents to scale their businesses with clarity and purpose.
Through his consulting firm, ROI Ventures, LLC, Jonathan provides high-producing agents and teams with strategic planning and fractional COO services tailored to streamline operations, boost productivity, and increase profitability. His approach is pragmatic, results-driven, and grounded in over 35 years of multi-industry experience.
Jonathan is the author of two business books—You Can’t Scale Chaos – The Veteran Agent’s Guide to Working Smarter and Selling More and Plan to Turn Your Company Around in 90 Days—and the co-author of The Real Estate Team Playbook. His work blends rigorous analysis with real-world implementation—ideal for professionals committed to measurable performance and lasting success.
He holds an MBA from the Wharton School, an MA in international relations from Johns Hopkins University, and a BA from UC Berkeley.
Jonathan’s Specialties
Streamline Operations
Boost Productivity
Increase Profitability
Jonathan's Program
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Strategic Planning for High-Producing Agents and Teams
For Top Agents & Teams who want to scale their business with clarity, efficiency, and profit.
Backed by 30+ years of experience and a Wharton MBA, this program aligns personal, professional, and financial goals with actionable plans. Through key audits—sales, financial, brand, competitor, and market—you’ll uncover opportunities, streamline operations, and build long-term value.
You Can’t Scale Chaos
by Jonathan Lack
“Working with Jonathan Lack has been a truly exceptional experience… His outside-the-box approach challenged me to think differently about my business, and his advice was both practical and innovative.
What really stood out was his ability to quickly understand my goals and tailor his recommendations specifically to my needs for our team. He asked thoughtful questions, listened carefully, and offered solutions that I hadn’t even considered. His expertise and professionalism made the entire process not only productive but also enjoyable.
I’m genuinely excited for our next call and to continue collaborating with someone who is so invested in my success.
I highly recommend Jonathan to anyone looking for a consultant who combines deep industry knowledge with fresh, creative ideas. Working with him has been a game-changer for my business!”
Jamie McMartin
“I was coming off of a not great 2024 with no real clarity on why so I decided to get some hyper focused business advice. Jonathan showed up, spent a week in person with my team, and had concrete, nuts and bolts advice. He analyzed our core market and advised us on what business to target, how to target it and how much to spend on it so instead of throwing random marketing dollars out into the world we established a budget and plan on what to spend it on. He also re-structured our listing pitch and we now routinely monetize services that we used to give away (in house staging and renovation services/advice). We were able to tweak commission structures within the team and help support team members more effectively. Having a business plan that is clear and executable frees up valuable time and head space to allow you to go and chase new business.
Megan Kopman
Working with Jonathan Lack has elevated every dimension of my business. Since he began advising my team six years ago, we’ve grown into the #1 Compass Team in Marin County for the past three years.
Jonathan brought the same level of strategic rigor and depth that he has applied across industries for over 30 years—tailored with precision to the nuances of our market, team structure, and long-term goals. His guidance has been instrumental in clarifying our growth strategy, optimizing operations, and most importantly, laying the foundation for a thoughtful and actionable succession plan. With three rising agents and a listing manager now actively being mentored, we’re not just planning—we’re ensuring its continuity.
His work has allowed me to focus on what I do best: driving business and leading relationships. That clarity has been energizing. Jonathan is far more than a consultant—he’s a trusted strategic advisor and my fractional Chief Operating Officer. I deeply value his candor, insight, and unwavering commitment to follow-through. He’s helped turn vision into momentum—and momentum into results.
Carey Hagglund Condy