Option 2: Partnership 

​

Instead of selling right away like Our First Option, most owners choose to work with us first, then partner.

​

This is how we help owners increase the value of their business and increase headspace.​​​​​​

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

How Partnership Works

​

Every partnership begins with understanding, not ownership.

​

At Lotus Consulting, we don’t start partnerships on day one. We start by getting to know the owner, the team, and the business itself. That process takes time, intention, and real work on both sides.

​

We look for long term value, not easy wins.

​

Phase 1: Coaching & Evaluation (6–12 Months)

​

Every prospective partnership begins by working with our coaching team for 6–12 months.

​

This phase ensures we are:

​

• Building real value together

• Solving problems collaboratively

• Developing a strong working relationship

• Creating clarity around the business’s true potential

​

This is not a one day evaluation and it's not hands on operational control. It's conversations and problem solving to develop a solid plan. 

​

What This Looks Like

​

• Day 1, Week 1:

  • We begin by tracking the numbers in our custom made reporting system and meeting directly with the owner.

    • We must be able to measure it, to move it.​

​​

• Ongoing:

  • Weekly KPI tracking

  • Regular owner meetings

  • Focused problem solving. One day at a time, one issue at a time, one step at a time.

​

This process allows us to objectively analyze the business, identify constraints, and uncover the largest opportunities for growth.

 

How We Decide to Partner

​

We evaluate partnerships the same way we hire leaders:

​

• Attitude

• Aptitude

• Ethics

​​

We only partner with owners who align with our values and demonstrate the discipline, integrity, and mindset required to grow alongside us.

​

During This Phase

​

• You retain 100% ownership of your business

• We help identify and fix constraints

• We help build systems and leadership

• We work within your existing team and resources

​​

Our role is to strengthen the foundation, not disrupt it.

​​​​​​​

Phase 2: Partnership & Acceleration​

 ​

If, after the coaching phase, you're invited to partner with Lotus, the relationship changes significantly.

​

When we partner, we invest our own time, our team, and our capital into the business. Improvements, systems, and support are paid for by us and supported by the new cash flow the business creates as it grows with us.

​

We don't earn by charging fees for activity when we partner. We earn by creating real value. Our incentives are fully aligned with the long term success of the business.

​

Only after this foundation is set do we focus on scaling.

​

At this stage, we become hands on and you get a lot more free time to work on the business. 

​

What Changes When We Partner

​

We deploy our full platform and resources, including:

​

1. Infrastructure Required to Support Growth

​

We start by making sure the business can physically and operationally handle growth. This includes evaluating equipment, tools, technology, and internal systems so the business doesn’t break as volume increases.

​

2. Facility & Cosmetic Improvements

​

Once the foundation is solid, we improve how the business looks and feels. You must clean your house before inviting people over, this is no different. 

​

• Facility Upgrades

  • Improvements that increase efficiency, capability, safety, and professionalism.​

• Cosmetic Improvements

  • Updates that improve customer perception, team morale, and brand credibility without unnecessary spending.

​​

3. Systems & Operational Support

​

We then focus on how the business runs day to day. This includes workflow, accountability, scheduling, performance tracking, and clear expectations across the team. The goal is consistency and fewer fires.

​

4. Accounting & Financial Oversight

​

With operations stabilized, Our CPA's and Bookkeepers implement clear financial systems so decisions are based on facts, not guesses. Owners gain visibility into cash flow, margins, profitability, and key performance indicators.

​

5. Marketing Systems & Execution

​

Once the business is ready to handle demand, we implement marketing systems that drive steady, predictable growth. This includes tracking lead sources, improving conversion, and ensuring marketing spend produces real returns.

​

6. Staffing & Recruiting

​

With demand increasing, we build structured hiring and people systems.

​

• Hire

  • Attracting the right people with clear roles and structured hiring processes.

• Train

  • Onboarding and training systems that get new hires productive faster.

• Retain

  • Accountability, culture, and career paths that keep good people engaged and performing.

​​

7. Sales Training & Customer Experience

​

Finally, we elevate how the business serves and sells to customers.

​

• Advisor Development

  • Training advisors to communicate clearly and guide decisions professionally.

• Customer Experience Systems

  • Creating a smooth, predictable experience from first contact to delivery.

• High CSI Standards with Sustainable Growth

  • Growing revenue while maintaining trust, strong reviews, and long term customer relationships.

​

Why This Order Matters

​

We don’t push growth before the business is ready. Each step builds on the one before it, allowing the business to scale without chaos, burnout, or loss of quality.

​

The Outcome

​

• Accelerated, sustainable growth

• Stronger systems and leadership

• Improved customer experience

• Reduced owner bottlenecks

• More time spent where you naturally excel

​​

Our Philosophy

​

Partnership is earned on both sides, not rushed.

​

We believe the best outcomes come from working together first, building trust, and proving alignment before capital, control, or expansion ever enters the conversation.