Ready to Elevate Your Business Game? Sign Up Now for Valuable FREE Business Training! 
Click Here

Lotus Consulting Somers ct

Small Business Consulting
For Trades

james stephenson lotus consulting and lotus private equity group Nicole Stephenson Lotus Financial Somers CT

Coaching | Accounting 
Marketing | Acquisition

Grow Your Business With Our Expert Team!

We Help Businesses Hire Staff, Increase Revenue, and Get Their Time Back Through Coaching, Acquiring, or Partnering

How Can We Help Grow Your Business?

Choose one of the 3 boxes below

I Want

Free Business Training

Everything You Need to Grow 100+% in 180 Days

Training In:

  • 120 Day Plan | Step By Step Videos, Guides, and Resources
  • Recruiting and Hiring Guide w/templates
  • Full Marketing Plan w/ templates
  • Breakeven Calculator
  • Cashflow Management
  • Time Management
  • Customer Service
  • Goal Setting
  • Tax Planning
  • Vendor Management
  • Wealth Creation Plan
  • All The Spreadsheets and Templates We Use Internally
  • Self Guided: Go at your own pace
  • Much more!
  • 1:1 Support
  • 1:1 Accountability

This is right for you if you like to move at your own pace and can self motivate

I Want

1:1 Business Coaching

Guaranteed Results:

Make Double our Fee in 180 Days, or pay us $0

Includes:

  • Guaranteed Results: Make double our fee in 180 days or pay us $0
  • Custom Tailored Growth Plan
  • Custom Tailored Hiring Plan
  • Same Resources as Free Business Training
  • Hundreds of additional documents and tips
  • Quarterly Profitability Analysis
  • 1:1 Dedicated Coach
  • 1 Weekly Planning, Problem Solving, and Training Call
  • 1 Weekly Accountability Call
  • Unlimited Support Texts and Emails
  • Marketing Support and Training
  • Cashflow Management Support with our CPA's
  • Tax Management and Planning Call
  • Goal Setting and Accountability

This is for those that don't mess around and want guided and focused effort to get unrealistic results

I Want To

Sell My Business Or Partner

Use our Team and Resources To Scale Your Small Business

Includes:

  • Average Client Grows 100+% in 120 Days
  • Custom Tailored Growth Plan 
  • Custom Tailored Hiring Plan
  • Done For You: Marketing | We handle All Social and Web Marketing. Including Paid Ads
  • Done For You: Monthly Bookkeeping
  • Done For You: Tax Planning with our Licensed CPA's and FA's
  • Done For You: Tax Preparation by our Licensed CPA's
  • Done With You: Financial Planning Using Our Licensed FA's
  • Done For You: Merchant Processing | Use Our Volume to Gain Access To Our Low Rates
  • Access To Growth Capital
  • Everything from Free Business Training and 1:1 Business Coaching
  • Goal Setting and Accountability
  • Site Visits
  • On Site Training

This allows you to work on the business for the fastest and strongest results 

Small Business Consulting
For Trades

Coaching | Accounting 
Marketing | Acquisition

Grow Your Business With Our Expert Team!

We Help Businesses Hire Staff, Increase Revenue, and Get Their Time Back by Coaching, Acquiring, or Partnering 

james stephenson lotus consulting and lotus private equity group Nicole Stephenson Lotus Financial Somers CT

How Can We Help Grow Your Business?

Choose one of the 3 boxes below

I Want

FREE Business Training

"You do it yourself"

Everything You Need to Grow 100+% in 180 Days

Features:

  • 120 Day Plan | Step By Step Videos, Guides, and Resources. 
  • Recruiting and Hiring Guide w/templates
  • Employee Management Guide
  • Full Marketing Plan w/ templates
  • Cashflow Management Training
  • Time Management Training
  • Customer Service Training
  • Goal Setting Training
  • Tax Planning Training
  • Vendor Management Training
  • Wealth Creation Plan
  • All The Spreadsheets and Templates We Use Internally
  • Self Guided: Go at your own pace
  • Much more!
  • 1:1 Support
  • 1:1 Accountability

This is right for you if you like to move at your own pace and can self motivate

I Want

1:1 Business Coaching

"We'll help you do it"

Guarantee: Make Double our Fee in 180 Days, or it's Free

Features:

  • Guaranteed Results: Make double our fee in 180 days or pay us $0 until you get results!
  • Custom Tailored Growth Plan that changes based on data
  • Same Resources as Free Business Training
  • Hundreds of additional documents and tips
  • 1:1 Dedicated Coach
  • 1 Weekly Planning, Problem Solving, and Training Call
  • 1 Weekly Accountability Call
  • Unlimited Support Texts and Emails
  • Marketing Support and Training
  • Cashflow Management Support with our CPA's
  • Tax Management and Planning Call

This is for those that don't mess around and want guided and focused effort to get unrealistic results

I Want To

Sell My Business Or Partner

"We do it for you"

Use our Team and Resources To Scale Your Small Business

Features:

  • Average Client Grows +100% in 180 Days
  • Done For You: Marketing | We handle All Social and Web Marketing. Including Paid Ads
  • Done For You: Monthly Bookkeeping
  • Done For You: Tax Planning with our Licensed CPA's and FA's
  • Done For You: Tax Preparation by our Licensed CPA's
  • Done With You: Financial Planning Using Our Licensed FA's
  • Done For You: Merchant Processing | Use Our Volume to Gain Access To Our Low Rates
  • Access To Growth Capital
  • Everything from Free Business Training and 1:1 Business Coaching
  • Site Visits
  • On Site Training

This allows you to work on the business for the fastest and strongest results 

How Do You Want To Grow Your Business?

Click one of the 4 boxes below

I Want

Business Growth

Choose this to speak to one of our Coaches about 1:1 Business Training

I Want

Accounting Help

Choose this to speak with one of our CPA's who can help you create a plan

I Want

Free Business Tips

Choose this to gain access to our Free Business Tips and Training

I Want

Marketing Help

Choose this to speak with one of our Marketing Specialists

Get Expert Support For Your Business Today!

Our average portfolio company Doubles Staff Size, Doubles revenue, and has more free time within 12 months.

Success Stories

59cacc8e6f2216cbdb7ae98492230b90 webp

Matt Rivest

Precision Auto
West Springfield, MA

Portfolio Company

  • Maintains a 97.8% CSI rating
  • Voted Best Auto Repair Shop 10 Years Running
  • Hired, Trained, and Retained Staff
  • Doesn't work nights or weekends, ever!
f1 png

Aaron and Stephanie Schmidt

Downtown Auto
Green Bay, WI

1:1 Coaching Client

  • +117% Top Line Sales
  • Hired, Trained, and Retained Staff
  • Booked 3 Weeks Out Year Round, $0 in Marketing Spend
  • Scaled to Multi Locations
  • ​More time with Family
12-3-img jpg

Nick Riccitelli

OCD Car Detailing
​Southwick, MA

Portfolio Company

  • +163% Top Line Sales within the first 180 days
  • Expanded to a bigger facility
  • Hired, Trained, and Retained Staff
  • ​Peace of Mind for him and his Family
shutterstock_1509075518 (1) png

Our Team is led by 2 Small Business powerhouses with the verifiable experience to back it up!

Our Expert Leadership Team: Nicole Stephenson, CFO, and James Stephenson, President, bring decades of diverse experience to elevate your business.

Featured Products

Ready To Grow Your Trade Based Business?

Click the button to the right, and learn more about how we can help your Small Business Grow in an Ethical and Sustainable way