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Offered Services

We will come to your location and offer the combination of services that your firm requires. Specifically, we will:

1. Assist you in establishing an effective going forward due diligence program, to prevent you from tuning over unclaimed property to the states unnecessarily.

2. Assist you in recovering unclaimed property turned over in past years unnecessarily.

3. Training of your staff on how to perform these tasks in house.

4. Assist you in collecting the money due your firm from the states.

Please contact Bing Owens, MBA, for more information.