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In working with more than 18,000 organizations in addressing their unclaimed property compliance, we have worked with virtually every industry, every unclaimed property type, and every type of recordkeeping problem.

Our long-term success has resulted from the ability to formulate pragmatic and flexible solutions, regardless of the complexity of the unclaimed property issue.

We have developed considerable expertise in having provided compliance services since 1984.  Even before this time, many of our principals were active in unclaimed property, particularly in the public sector.  Our team includes former state unclaimed property administrators, auditors and audit managers, systems administrators, and legal counsel.  We have additionally drawn talent from the private sector, including experts from the banking, legal and securities sectors.