Consultative Services

Well-Being Advisory

Program evaluation, analytic support, event management & leadership advisory.

Revenue Management

Organizational assessment, leadership coaching & performance improvement planning.

Growth Strategies

Leadership consultation, sales/marketing support & action planning.

Unclaimed Property Recovery

Here’s a synopsis of the 7-lucky steps clients can anticipate being guided through for the salvage of Unclaimed Property:

  1. Shared UnderstandingAttain internal buy-in for benefits of contracting with Northside Resolution for the benefit of asset recoveries. Key stakeholders could include (any one or more): CFO, Compliance Officer, Revenue/Treasury Leader, or other senior leader.
  2. Agreement: Signing/Notarizing of Northside Resolution state-mandated agreement.
  3. Transparency & Scope:  Communication of processes with designated client staff in Finance, Treasury & Accounts Receivable leadership along with collection of history of applicable corporate names (current & past), tax identification numbers (TINs), subsidiaries, “doing business as” (D/B/A), joint ventures, partnerships, payment/location addresses and corporate abbreviations (including prior acquisitions).
  4. Estimates:  Provision of aggregate financial estimates.
  5. Diligence:  Maintain communication for signature and notarization of applicable affidavits.
  6. Dual’ Recognition Client recognizes unbudgeted positive revenue variance and provides Northside Resolution with recognition (testimonial and references, if willing) for future lucky prospects.
  7. Cycle Repeat every 1-5 years.
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