Successful Business Owners Upgrade Their Team With LotusGroup.


Exclusive Network

Swap notes with successful business owners who have built cash-flowing businesses and saved some serious coin.  Rub shoulders with other successful investors in the community. Enjoy introductions to top-shelf accountants and other business support professionals. There is always more to figure out, but in doing so our clients want to access real performers not pretenders.  LotusGroup helps facilitate discussions to share battlefield stories, learn from each other, and invest together in our Private Investment Program. Expand your crew with LotusGroup.

Zero Conflicts Of Interest

We don’t ever “pitch” our clients; we have zero conflicts of interest (no kickbacks, commissions, etc).  LotusGroup acts as your Personal CFO to provide objective advice, and to create a protective barrier from all those salespeople who are constantly pitching you on endless products and services.

Serious Cash-Flow Opportunities

Having built successful cash-flowing businesses themselves, our clients truly appreciate the Private Investment Program. LotusGroup’s professionally-sourced opportunities offer serious cash flow, greater access with far lower minimums, and superior long-term returns to public markets.  Furthermore, our opportunities allow greater control in the decision-making process, the ability to invest locally, and a tangible quality that business owners understand and enjoy.

Counter-Cyclical Investing

Don’t settle for the industry’s vanilla approach meant for 9-5ers; buy-and-hold strategies are flat out inappropriate for business owners.  You make your most money during peaks, and need access to funds during downturns. A fully invested strategy would hence have you buying high, and selling low.  That makes no sense!  You need a more thoughtful, counter-cyclical approach, which allows you to avoid downturns, and get aggressive with your protected cash when everyone else is fearful.

Tax Savings Techniques

We bring you legitimate tax saving strategies, and then work with your accountants and support staff to get the job done: Defined Benefit Plans, Simple IRAs, SEP IRAs, Profit Shares, Deferred Comp, and 401Ks.

Business Advice

How much money should you reinvest in your business, and how much should you pull out to diversify risk?  Further, at what point in the evolution of your business is this actually important, versus rolling it all back in to maximize the bet on yourself?  Whether it’s these questions, or ones about acquisitions, dispositions, loans or recapitalizations…we are around to share our experiences, and weigh out the pros and cons of each potential choice.

A CEO Delivery Model

We get that you are busy, important, and looking to surround yourself with people who are fully competent.  Every minute wasted on a dumb idea or poor execution is a minute lost forever.  LotusGroup professionals pride ourselves on intelligent, insightful, and objective advice which can be used by you to improve decision making.  As the CEO of your financial life, we empower you to make smart decisions, and then work relentlessly to execute all the details.

Lifestyle Support

Most of you work hard to balance business success with lifestyle.  A main reason to originally go into business might have been for the freedom of personal choice and time.  As such, we don’t only work hard to help entrepreneurs in their business successes, but also with their personal and family pursuits.  It isn’t always easy to manage the juggling act, but we try to help you have it all. Mostly, we understand your road traveled, because we are on it too!

Enthusiasm For Business

Most of all, we have incredible enthusiasm for talking shop with business owners.  LotusGroup has a deep love of capitalism, and a deep love for the business owner creators who are the heart of our economy and of the American Dream.  Late night sessions, weekends, whenever…we are always ready to talk about creating value in this world with you.

Make Life Count