Strategy and facilitation
Multi-year plans and leadership offsites that end in decisions, owners and a monthly cadence to hold them. Pre-interviews, issue framing, the session, and the 90 days after.
Strategy and facilitation for owner-led companies
McKinsey rigour. Operator accountability. One plan the whole room owns.
Former McKinsey engagement manager and sole C-suite executive of a listed company. Jon Rothbart helps owner-led businesses set strategy, align their leaders and build what comes next.
Book a callSelected B.C. companies served on strategy
Selected international companies served on strategy
Sound familiar
“We have a plan. Nobody runs the business by it.”
“The leadership team agrees in the room and drifts by Tuesday.”
“We're growing, but I can't tell which parts are building value.”
What Jon does
Strategy measured in value
Through Multiple Forge, Jon's proprietary methodology connects your firm's value aspirations to decisions that move the valuation multiple — tested on hundreds of deals, natural experiments and market activity.Explore Multiple Forge →
Incubation
New programs, units and ventures taken from idea to first customers in wealth management, veterinary, real estate and education.
“Jon has been working with me and my co-founders at TriNimbus in helping us develop our vision and strategy as well as bringing about process and discipline at the executive level... The value of Jon's contribution has been most visible during the valuation process... which ultimately led to Onica's acquisition of our business.”
How an engagement runs
- 01
Listen
Confidential interviews with leaders and board.
- 02
Frame
The three to five choices that actually matter, with the numbers behind them.
- 03
Decide
A facilitated session that ends in decisions, owners and dates.
- 04
Hold
KPIs per leader and a monthly management meeting that keeps the plan alive.
“He did a tremendous job of talking with people individually, compiling and making sense of the feedback, and then devising a day-long visioning session involving about 25 senior people (from the 7 BCAIU universities) that led to consensus and a re-boot of the association's future and purpose.”
“Jon has been an instrumental part of our organization's strategic planning... Focusing on new areas of our business was crucial to our growth, without Jon and the time he spent with us we would not have improved these areas which are now worth millions of recurring dollars.”
About Jon
Jon Rothbart has spent over 20 years on strategy from both sides of the table. Top-tier firm corporate strategy and years of implementation in the real world. Jon has a unique perspective on what moves the value needle in private businesses.
At McKinsey he led engagement teams of up to twelve across industrials, financial services, power, mining and government. He then ran AfroCentric Group as its sole C-suite executive, carrying the plan, the board and more than R768M of acquisitions.
Start with one conversation.
30 minutes on where the business is going and what is in the way.
Book a call