The Lotus Approach

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We’re not a traditional Private Equity Firm, and we’re not a typical Consulting Agency either.

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Where most firms cut staff, raise prices, and chase short term profit, we build long term value by instantly making your job easier. We do it by strengthening operations, empowering your team, and protecting what makes your business special by plugging our business into yours.

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Our model blends deep operational experience with growth strategy. We don’t take from what you’ve built, we help multiply it.

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How It Works​

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When we take on a new company, we plug in specialized teams, proven systems, and structured support that create real, lasting growth without burning people out or lowering the customer experience.

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1. Financial Team

Our accounting and financial operations team goes deep into the books to bring clarity, identify inefficiencies, and optimize spending. We trim waste, not people, service quality, or customer experience. This creates the financial stability a company needs before it can grow.

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2. Coaching Team

Our Business Coaches work directly with your leadership team to set clear goals, define priorities, and build an actionable roadmap. We align the team, guide decisions, and support execution so you're never building alone.

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3. Operations Team

We stay hands on. Our operations team trains staff, upgrades processes, improves workflows, and solves problems as they emerge. We don't just fix issues, we build the systems that prevent them from coming back, giving your team structure and confidence.

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4. Marketing Team

Your growth is powered by our in house marketing team and our proprietary marketing system. This includes creative strategy, content, ads, branding, data tracking, and continued optimization. You gain access to a team of creative people who understand service based and trade based companies and know how to grow them.

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5. Auto Repair Technician Recruiting, Hiring, Training, And Retention

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The biggest constraint in the Automotive Industry is finding and keeping skilled Auto Repair Technicians. We treat this as a Leadership and Systems challenge, not a hiring scramble. We build long term relationships with Technicians, support retention through strong Leadership and Culture, and deploy our Team to ensure Technicians have the Time, Tools, Training, and Structure needed to succeed.

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By developing Automotive Technicians internally and promoting from within, Shops reduce dependence on outside hiring and create clear career paths for their Team. As leadership depth grows, the business becomes scalable, allowing Staff and Management to expand confidently into new Locations while preserving Culture and Performance.

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6. Growth Team

As operations stabilize, our growth team reinvests the savings along with Lotus capital into the tools, staffing, marketing, and infrastructure needed to scale responsibly. This ensures growth is steady, profitable, and built on a strong operational foundation.

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7. Continued Support

We stay plugged in long after the initial build. Our teams continue to monitor KPIs, review financials, coach leadership, support marketing, and evolve systems as the business grows. By plugging in our team, systems, and capital, you stay focused on what you do best while the business continues to advance.

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Our team does all the stuff you don't like, don't have time for, and aren't naturally gifted at, so you can do what you like doing. 

We repeat and refine this process as the company expands, ensuring every level of progress is supported by strong people, clear systems, and ongoing guidance.

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We Invest In You, First.

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We bring our people, systems, and capital into your business before asking for anything in return.

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No retainers.
No hourly billing.
No nonsense.

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We don’t make money by sending invoices, we make money by building value.

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Why We Do It This Way

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Because you’ve already done the hard part. You built something that works. Our job is to protect it, strengthen it, and position it for what’s next.

Your team stays in place.
Your name stays on the door.

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When the business reaches the next level, everyone wins. Then if it qualifies for our portfolio, the exit becomes something entirely different.​​​​​​

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You Must Qualify

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We don't partner with everyone, and we never try to convince anyone. The path to working with Lotus always starts the same way. You begin with one of our teams, and we build a real working relationship first.

Only after we've worked together and seen how you operate do we think about taking the next step.

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Every partnership starts with a working history through one or more of our teams:

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• Our Coaching Team
• Our Financial Team
• Our Operations Team
• Our Marketing Team

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This lets us see how your business responds to structure, accountability, our systems, and our support. It helps us understand your culture, your goals, and your ability to execute before any long term conversation begins.

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What We Look For Before We Consider Bringing You In

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We partner with trade based businesses that:

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• Show consistent customer demand and steady operations
• Are open to guidance, structure, and accountability
• Want to improve leadership, culture, and systems
• Hit the performance goals we set together
• Want long term, value driven growth
• Are located in the Northeast or Southwest Florida​

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All businesses must own the Real Estate they operate in, and want to exit for a higher multiple by 2034. This is a non negotiable for us. 

If these areas are met while we work together, you may qualify for the next phase.

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Invitation Only

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If your business grows, reaches the targets we set, and fits our values, you may be invited into the Lotus portfolio. Entry isn't guaranteed. It's earned through results, culture, and a proven working relationship.

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If you qualify, we help carry the load. You keep control, your people stay in place, and your company becomes stronger and more profitable while we stay quiet in the background.

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When the time comes to exit, the value of what you've built is significantly higher. And if youre invited into the portfolio, your multiple increases even more.

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We put in the capital, the team, the work, and you get more revenue, a stronger company, higher valuation, and the credit.​​

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​We use this model because we're confident in the work and results we bring. Schedule a quick call. If you don't think we bring value after the call then it only cost you a few minutes of your time.

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We've had about a thousand of these calls through the years. While not all of them were a fit for us, we make scheduling easy, and no one has left disappointed. Not once. 

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