The right people, the right tools, the right approach. As the nation’s leading specialists in unclaimed property compliance and management, we use expertly tailored technology, managed services, and an innovative, collaborative approach to take the uncertainty out of escheatment and reduce the risk of non-compliance.
years of combined escheat audit & compliance, consultant, and delivery team experience
saved for our clients in penalties and interest
years average tenure of our leadership team
Our Just Right Compliance approach gives you an unclaimed property edge that keeps you focused on core business activities. We ensure state requirements, expertly manage VDAs and audits, provide customized services that help our clients find missing property owners to stop assets from being turned over to the state, and locate/recover unclaimed funds owed to your organization.
Learn more about California’s Voluntary Compliance Program for unclaimed property which provides a mechanism for holders to voluntarily report and remit past-due property.
Read this free whitepaper to learn more about issues a holder can face if managing an unclaimed property audit without an experienced advocate in your corner.