Peña LLC

The  Peña  LLC  Story

 

Helping Clients Become the Best They Can Be with “Out-of-the-Box” Thinking.

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Peña LLC was started in 2015 in response to a growing need for insightful, experienced and trusted senior living consultants who foresee and proactively respond to the ever-changing unique characteristics of the senior living industry.  After serving clients for 24 years with a larger senior living consulting firm, Susan Peña is excited to bring her valuable knowledge, experience, insights, creative problem solving skills and “get it done” attitude to new clients!

 

Unencumbered by the typical difficulties encountered in a large organization (e.g. managing competing priorities among team members across multiple clients, and focusing on primarily large scale projects), Peña LLC will devote its customized attention to you, the client!  Peña LLC’s passion and purpose is to assist senior living service providers in achieving their mission, vision and goals of providing the best possible experience for their residents.

 

Peña LLC pays attention to current industry practices, identifies future trends while focusing on the key ingredients needed for client success.

 

Susan Peña has coordinated the completion of over 30 senior living campus planning engagements and coordinated over 15 development projects including:

• Creating new senior living communities,

• Repositioning/redeveloping existing communities,

• Expanding existing communities, and

• Improving the business model of existing communities.

 

Prior to becoming a planning and finance consultant, for 9 years Susan’s focus was on providing financial services to senior living community management clients.  She and her team were responsible for financial services to over 20 senior living communities.  Services included:

• Selection, set up and development of financial management systems, tools and policies and procedures,

• Set up, staffing and training for on-site business offices,

• Training of onsite Executive Directors and department managers in financial management practices,

• Preparation of detailed annual operating budgets and related projections through at least the first full stabilized year,

• Coordinating the preparation of monthly financial reporting packages,

• Coordinating the completion of annual audits, inventories, IRS 990s, resident medical deduction letters, etc., and

• Reporting/presentations to management, boards, regulatory agencies, investors and lenders.

 

Peña LLC has the depth and breadth to deliver a wide variety of customized services to senior living providers. One of the best things about working with Peña LLC is we approach every opportunity strategically and seek to align our efforts with your goals from the very beginning.