consulting Services

Suzanne offers a range of consulting services for small and large businesses. She holds an MBA with a specialization in Finance and brings a wealth of experience from work in federal government, large consulting firms, legal practice, and financial institutions. 

Management consulting

From business plans to deal structuring and liaising with regulators and stakeholders, Suzanne can help get your business, project, or program off the ground or dig in deep for long term results.

Example projects include:

Business process reengineering (BPR) consulting for federal financial regulatory agency, including: role as subject matter expert (SME); regular interaction with COTR (federal contracting officer); drafting of project charter; designing and executing approach for data collection, synthesis, and analysis; preparation of briefing memoranda and data collection tools; conducting interviews and facilitating workshops for data collection and validation in documenting “as is” and designing “to be” environments.

Project management, operations, and marketing consulting for start-up medical marijuana dispensary business, assisting with deal structuring, financial forecasting, marketing plans, market analysis, real estate site sourcing, and liaising with municipal planning and zoning officials.

Suzanne has performed extensive analysis of trading records and financial and damages analysis for various matters, including securities cases, financial institution bankruptcy, and investigation of bank fraud matters.

Project management

Strong project management can make or break a new investment, product development and launch, or platform implementation. Suzanne has extensive project management experience developed from management of large-scale litigation and transactional deals as well as from management consulting projects.

Suzanne has also served in a government relations role representing a non-profit organization, liaising with local government, and developing legislation. She served as chair of a non-profit civic organization to which she was elected by popular vote, managing volunteers, conducting televised meetings, and liaising with elected officials, staff, and civic leaders on a variety of growth development and civic issues.

Suzanne was appointed to municipal boards where she was actively engaged on a variety of contentious projects and developments including the review and evaluation of proposed legislation, review and evaluation of proposed government and private projects—and related RFPs and RFQs—and provision of advisory recommendations to elected officials.

Bringing an understanding of organizational behavior and change management, together with top-notch cat-herding skills, Suzanne will keep your project large or small moving forward to get results.

Discovery management

Litigation is an unavoidable aspect of doing business in the United States. Managing outside counsel and the discovery process can be time-consuming and burdensome. Suzanne can help with those heavy lifts so your executives can stay focused on their day-to-day roles and priorities. Suzanne has 15+ years of complex commercial litigation experience with a focus on financial services and financially complex matters as well as transactional, government, and in-house hedge fund and broker dealer experience.

Suzanne is an experienced review manager, handling reporting, team selection, creation of complex quality control searches and statistical samples, answering substantive questions regarding complex protocols, assisting with technology problems, and teaching staff how to troubleshoot and use various aspects of software programs. She is experienced with hiring, training, and mentoring attorneys, paralegals, and interns. 

Due diligence and research

Deals can sound great on paper or in theory and then implode down the line because the meat of the deal was not as portrayed or understood. It is important to always “kick the tires,” “look under the hood,” and verify rather than trust. In many situations due diligence is at least in part performed or overseen by the same employees/promoters who are pushing or sponsoring the deal or investment and stand to gain if it goes forward.

Having an outside party who comes with a skeptic’s eyes and mindset is a worthwhile investment to ensure deals meet investment criteria and are not shaky, shady, or fraudulent. This is particularly critical where a fiduciary duty is owed to current investors. 

Looking at a deal in the LatAm space? Suzanne has traveled extensively throughout Latin America, speaks Spanish and Portuguese, and holds a MercoSur passport, allowing her to travel freely through much of Latin America. Suzanne can help you “kick the tires” on a hotel in Costa Rica, a mine in Peru, or a business in Brazil and can help you engage local attorneys, bankers, and consultants as your deal moves forward.

Facilitation for groups and teams

Change is inevitable but that doesn’t make it easy to manage. From launching a new initiative or integrating new teams to creating or overhauling an organization’s processes, using an outside facilitator to assist offers many benefits. 

Stakeholders are likely to be more candid about their views and perceived flaws in current or planned projects if they feel safe to express their views—that is easier if the facilitator is not a boss or someone already committed to a specific viewpoint.

Bringing in an outside facilitator shows that the organization or group is serious about hearing stakeholders’ unvarnished feedback and suggestions. Facilitation is much like mediation, where the facilitator is acting as a guide to assist a group, team, or diverse stakeholders to brainstorm and develop ideas to solve their shared challenge(s).

Writing, editing, and proofreading

Suzanne is a superb writer and editor with excellent grammar and attention to detail. Adept at a range of voices from academic research, policy white papers, and persuasive legal briefs to business reports, project and program charters, SOWs, RFP/RFQ responses, technical writing, presentations, marketing materials, and social media content.

Almost every single website, menu, or publication Suzanne encounters has typographical or grammatical errors. If you need someone with an eagle eye for the mistakes that can sink first impressions or tarnish otherwise quality content, Suzanne’s skills at pattern recognition and error-spotting may be exactly what you need to polish your presentation.