Our
Process
is our proven way in which we accomplish great results with our clients
We get that it can be “lonely at the top” but when partnering with SPM&Co, we ensure that you will never feel alone on your entrepreneurial journey. We will work closely with you to help you discover your goals, needs & opportunities for your business. Once we set the course of action, we will align our energies into a particular program that will guarantee a winning experience.

: 75 mins
In-Person/Video Session
- About us / About you
- Business information gathering
- Exploration of goals & needs
- Introduce programs & processes
Schedule Alignment
Session

SPM&Co Team starts ideation of the plan:
- Discovery meeting review
- Review of client provided books/records
- Opportunities, needs & goals assessment
- Tailored Program services recommendation

: 45 mins
In-Person/Video Session
- Client meets their SPM&Co Team
- Review proposed plan
- Set the projections & course of action
- Partnership & expectation alignment
Affirm Program
Placement

SPM&Co Team begins onboarding process:
- Welcoming & Administrative tasks completed
- Kicks off the program & starts execution of the plan
Client Experience
Our commitment to our team and clients is “The Experience is the #1 Thing”. We ensure this outcome through consistent and continuous client engagement with ongoing follow-up during and after service delivery.