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:
- Shared Understanding: Attain 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.
- Agreement: Signing/Notarizing of Northside Resolution state-mandated agreement.
- 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).
- Estimates: Provision of aggregate financial estimates.
- Diligence: Maintain communication for signature and notarization of applicable affidavits.
- ‘Dual’ Recognition: Client recognizes unbudgeted positive revenue variance and provides Northside Resolution with recognition (testimonial and references, if willing) for future lucky prospects.
- Cycle: Repeat every 1-5 years.
