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.