Schon Consulting & Advisory provides honest and expert guidance for business growth, leveraging decades of personal experience leading family-owned, private, and global companies.
Our clients benefit from objective coaching from an experienced leader with a proven track record driving revenue, optimizing operations, strengthening culture and coaching leaders to achieve sustainable success in family-owned and private enterprises.
Together, we can make your business goals and visions a reality.
John’s firsthand experience as a son, a sibling and the President of a family-owned business makes him uniquely qualified to drive positive change amidst the unique challenges associated with privately held organizations.
John works with business advisors like financial planners, accountants, insurance agents, and attorneys, as he has done in the past to help establish a long-term sustainable solution for your business.
John Schon – Founder & CEO
The Consulting Process
The process starts with a friendly, confidential conversation to understand your needs before proposing solutions. We’ll talk about your current issues and future goals, helping us determine if a partnership makes sense.
By the end of this discussion and a series of discovery calls, you’ll have a clear understanding of our offerings, phased-in methods, and the implementation process.
We then create a detailed strategy working backwards from your goals and provide a scoping SOW with an initial estimate for budget and timeline.
This process takes no longer than two weeks of initial evaluation to get started.
Family-Owned & Privately Held Business Challenges
Turn Challenges into Opportunities
Overcoming the complexities of expansion, operational excellence, and sustainable growth in a family-owned or privately held business requires overcoming internal obstacles.
By providing targeted solutions to balance ownership, management, and performance, Schon Consulting & Advisory helps your business break through these barriers:
→ Lack of Organizational Structure
→ Insufficient Communication
→ Inequitable Compensation and Benefits
→ Nepotism and Favoritism
→ Poor Succession Planning
→ Inadequate Growth Strategies
→ Leadership Coaching
→ Conflicting Generational Views
→ Communication & Culture Issues
→ Talent Acquisition Problems
Consulting & Advisory Services
Wealth Succession for Family Businesses
Crafting a succession plan that preserves family harmony and business continuity is a unique and difficult challenge.
This process involves a holistic analysis of your business health, sales, operations, and marketing environment to understand family and ownership dynamics, financial considerations, and long-term strategic goals.
By addressing these critical areas, John will create a tailored succession plan that secures your family’s legacy and your business’s future.
Features
→ Family Dynamics
→ Business Strategy and Planning
→ Financial and Tax Planning
→ Talent Development and Succession
→ Implementation and Monitoring
A Holistic Analysis of Your Business
Business Health Analysis
This process involves a thorough examination of the key metrics that influence a company’s financial performance to pinpoint any discrepancies within the data. John will take a detailed look at financial records to understand the standard ratios contributing to business success.
Features
→ Financial Statement Analysis
→ Raito Analysis
→ Forecasting and Budgeting
→ Cost Analysis
→ Risk Management
→ Financial Performance Metrics
Sales Analysis
John starts this process by examining the sales strategies and plans your sales team has put in place, focusing on how your people, processes, and sales execution are impacting your top and bottom line.
Features
→ Identifying Sales Pain Points
→ Implement Sales Engagement Strategies
→ Optimizing sales process and operations
→ Leveraging Technology and Tools
→ Building and managing high performance sales teams
→ Measuring and optimizing sales performance
Operations Analysis
In this process, John critically examines the multiple facets of your company’s daily activities to fine-tune processes, improve efficiency, and achieve sustainable results.
Features
→ Operations Management
→ Customer Service and Relations
→ Technology and Infrastructure
Digital Marketing Analysis
John’s approach covers a range of strategies designed to deliver real value to your customers and the broader community.
It requires a deep understanding of what your customers want, effective promotion of products or services, and cultivating strong, lasting relationships. Thoroughly examining your existing market segments confirms if you’re meeting intended targets.
Features
→ Market Analysis
→ Content Marketing
→ SEO
→ Pay Per Click Advertising
→ Social Media Marketing
→ Growth Opportunities Framework
→ Competitive Analysis
Defining your ICP (Ideal Customer Profile)
→ Understanding Customer Needs
→ Current State Analysis
→ Ideal Stat Visioning
→ Road Mapping and Prioritizing
→ Metrics and Feedback
→ Organizational Alignment
→ Competitive Analysis
Implementation Services
This process starts with establishing clear project goals and a firm timeline to curate your project plan and expense budget. John monitors and manages the project progress through every step, ensuring you receive ongoing support and maintenance for continued success.
Features
→ Project Scope and Objectives
→ Detailed Project Plan
→ Resource Allocation Plan
→ Implementation Process Execution
→ Project Performance Monitoring and Evaluation
→ Post-Implementation Services
Meet the Founder John Schon
John Schon is a seasoned business leader with a pristine track record of guiding Fortune 500 companies, small-to-medium sized enterprises, family-owned firms, and closely held businesses through complex challenges.
He’s known for transforming sales and operations, surpassing ambitious goals, and fostering a collaborative culture within business divisions. John’s entrepreneurial talents led him to serve as President and co-owner of his family business, where he spearheaded ownership transformation, re-asset allocation, tax and financial strategies, and faced emotional complexities. John also co-founded a successful vodka brand in the Northeast and has earned an enviable reputation for driving business growth.
Today, John uses his extensive experience to empower businesses with practical, results-driven strategies for sustainable expansion and wealth creation.
Testimonials
Request a Conversation
Contact us to answer any questions or request a complimentary 30-minute conversation tailored to your business needs.
