SP Consultants, LLC

About

Business EcoSystem Solutions is what we are made of. Every busienss has a unique ecosystem, where one part supports, drives or relies on another. We are unique in helping business from all angles. What's important to you: PEOPLE, RISK or MONEY? Probably all of them, to different degrees. That's what we focus on: YOU. Let us know what you need, we can't wait to meet you!

With decades of experience in the financial services arena, there's a breadth of solutions and connections that we offer. Using the experience and breadth of our network, we help clients get into business, stay in business, and prepare them for and exit with the greatest value.

We help companies in need of MONEY for growth, and managing the MONEY they have. Managing your RISK goes beyond just having Insurance. We look at your business holistically to balance costs and coverage. To help you attract and retain the best and the brightest PEOPLE we have many seasoned professionals that serve our clients.

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Vision, Mission and Values

Vision: Serve clients with honesty, clarity and value.

Mission: Deliver 360 degree guidance to clients based on goals and budgets. Cultivate partnerships using broad industry expertise, to provide a robust range of opportunities, options and connections.

Values:

1. Partnering with clients is key. Ensure they are treated like Family and we are able to look them in the eyes with confidence that we are advising them from the heart.

2. Connecting people for their benefit. The best way to grow is to add value to others.

3. Servant leading and working from the HEART.

Pillars of the HEART

Hear

1. We Hear our clients' concerns and needs, and never "sell" them anything they don't need.

Earn Trust

2. We Earn our clients' trust and business by doing #1 consistently.

Be Attentive

3. We are Attentive to clients from the very first contact and listen first, advise second.

Be a Resource

4. We are a Resource for our clients by doing #s 1, 2 and 3, and then connect them with solutions and other leaders.

Time

5. We respect our clients' Time to ensure they are getting the maximum value from us.

Business EcoSystem Solutions

Risk

Risk is not just insurance coverage. It is an in depth look at the business exposure that relates to People and Money too. We have access to many options for your business, and know how important managing risk. Wouldn't it be great if your Insurance person also knew risk related to banking?

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People

Your biggest asset is the People who create value, bring in clients, keep clients and grow your company with experienced talent. With access to professionals in HR, and specialized software, we can help design and connect a robust offering to attract and retain talent. The People part of business is the center of it all. That's the 360 degree approach we take.

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Money

No business can grow without the right capital structure, and access to the Money that makes the business run. You created you business because you care about what you do. Make sure you have the capital to continue. Having a professional in your corner that has decades of experience in Finance is our competitve edge. Imagine your banker understanding your Risk Management and HR needs.

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Sean Plumb

Principal/Owner

Sean has over 20 years experience in the Investments field, 10 of which were on the Institutional side. Add to that 17+ years in Commercial and Retail Banking, and another 5 years of Insurance experience. Bring that experience together with his creative side and you have a mix that makes for an abundant network of professionals that Sean makes available for clients. He is P&C Licensed and has excellent options for managing risk. His banking connections are incomparable. Sean has access to many levels of HR and Payroll services through a myriad of providers for all business sizes.

Over the years there have been hundreds of solutions. Here's a few that highlight what we can do. Let us help you too.

Saved a major chain franchisee over $70,000 in Worker’s Comp premium, and helped guide them to save another $130,000 on their annual audit by making sure the payroll figures were being calculated correctly. Additionally, created an Audit Tracking tool for the client to make sure they saved for Audits and were not surprised

Connected a large manufacturing client, with two large buildings, to a new bank that had more flexibility for lending options, including $4.5MM in financing for the building and Working Capital.

We helped a start up home and office automation company get the coverage they needed, especially Worker's Comp solution to fit their budget.

In addition to connecting a specialized school to Challenger Financial to retain and attract employees, we helped them connect to a local bank that is able to understand their business' growth potential. We guided them through getting a $5.75MM SBA loan, which allowed them to purchase a much needed larger facility. SUCCESS.

Assembled a complex Commercial Insurance solution package for a client with 10+ industrial properties in 6 states. Those properties spin off over $1.5MM annually in lease income. Protecting it was key, while insuring only what is needed to keep costs to a dull roar.

A local Memory Care Facility operator needed an affordable solution to keep his staff of 80 and attract more talent. We helped connect them to Challenger.

All work and no play...

I'm ready to sit down and have a deep discussion about your needs.

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Go Golfing with Sean

I really enjoy spending time on the course with people. You figure out real fast if you want to do business together. Let's get out there together and see if there's a fit.

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Let's hit the slopes

Like golf, skiing is a way to build a relationship. Spending time with clients on the slopes is a great way to get outdoors to discover common interests.

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Music and Business

With music in my education and experience I have a unique approach to Team. In Music you learn when to listen, when to talk and , most importantly, how to be part of a team.

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What People Say

Gregg K.

Sean is a great role model for anyone in business seeking to 'up their game' in how they serve their clients and colleagues. Sean is always on the lookout for how he can help a client both personally and professionally. His sense of urgency and follow-up is second to none. Sean does not just serve his clients but is an important extension of their business. Outstanding individual who you can trust to put your needs well ahead of his. And he is a great guy on top of that as well.
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Bruce N.

I work with Sean because he is a trusted resource for me both personally and professionally.
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David H.

If I have a financial question, whether it's banking, insurance or money in general, Sean is my first call.
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Andy S..

"Sean was instrumental in our education of the loan process. He is the reason we got our loan to purchase the real estate and build our small business. We have been in business for 16 years and Sean has always supported our success. He is trustworthy and honorable. We needed him and he surpassed all expectations. Thanks Sean you are the man. Andy S. at The Highland Tavern"

#commercialfinance #commerciallending #smallbusiness #trustedadvisor #qualityservice #business #success #highlandtavern

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