Jonathan Lack
Strategic Planning for High-Producing Agents and Teams
Through this program, Jonathan Lack provides strategic planning services designed for top-producing real estate agents and teams seeking to operate with greater focus, efficiency, and profitability.
His process includes five critical audits—sales, financial, brand, competitor, and market data—to uncover inefficiencies and growth opportunities. Working closely with leadership to streamline operations, this offering will improve accountability, optimize compensation structures, and plan for succession.
Whether you're scaling a team, refining your model, or preparing your exit, Jonathan brings the structure and insights needed to elevate performance and long-term value and build a more sustainable business.
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Gain clarity on your personal, professional, and financial goals—and align your business accordingly
Eliminate inefficiencies and scale smarter using a customized strategic plan
Improve team accountability, culture, and compensation structures
Prepare your business for long-term growth, succession, or exit
Lead with more confidence and make data-informed decisions
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A 1:1 strategic deep dive customized to your team’s structure and goals
Five essential business audits: Sales, Financial, Brand, Competitor, and Market Data
Hands-on recommendations for operational efficiency and leadership development
Actionable deliverables with timelines, KPIs, and accountability frameworks
Expert guidance from a Wharton MBA with 30+ years of cross-industry experience
