Susan Wallace formed SBW Advisory Services LLC (“SBWAS”) in early 2020 to provide experienced and personalized service to nonprofit institutions and other similar organizations in the areas of finance, facilities, real estate and capital projects. Susan’s thirty-five plus years of diverse experience offers a unique blend of financial and facilities management coupled with a deep knowledge of planning, design, construction and the opening of new and transformed buildings in the New York metropolitan area and surrounding regions.



Strategic advice and implementation

Some needs and goals are straightforward and a solution can be easily identified. In more complex situations, as with real estate and capital projects, a more deliberate and strategic approach may be warranted. SBWAS provides advice on best practices for an organized and efficient delivery from beginning to end. We work closely with owners to develop an appropriate plan that fits the needs and manages both risks and limited funds carefully.

Big Picture and Little Picture Thinking

Detail-oriented while also focused on the big picture goals, we move easily between both of these perspectives. In seeing different angles, SBWAS helps owners understand their options and find the right alignment among potentially competing priorities.

Creative and Collaborative

We foster a collaborative and creative approach to problem-solving with owners and project team members. SBWAS believes that keeping an open dialogue and soliciting ideas from the entire team can lead to more successful outcomes for clients, and promotes an environment where people to do their best work.

An Owner’s Perspective

From experience SBWAS knows the importance of:

  • Anticipating what lies ahead and helping owners prepare
  • Finding solutions that fit the owner’s needs and culture
  • Keeping communications and processes efficient
  • Providing a simple translation of issues
  • Navigating the unique planning requirements of transition and growth
  • Respecting that every dollar is precious