Case Studies and Informational Materials

Case Studies

Escheatment Resolution Case Study

Our client was faced with $7.8 million in unclaimed property (unapplied cash and residual credit memos) that needed research to determine its proper owner. Our team performed the following functions to assist in the resolution: Pulled the necessary...

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Breakthrough Results in Deduction Recovery

Our Client Consumer Products Company with $9 Billion in annual sales Broad-based Manufacturer of Heath Care Products Customer Base - Mass merchandisers, Drug and Grocery Retailers Our Challenge Customer deductions increasing beyond acceptable levels....

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Sales Tax Exemption Project: A Case Study

Situation Our Client needed to collect and maintain records of their customer’s Resale Tax Exemption Certificates. A database was needed to create and maintain the records of the documents received. This database also had to be accessible for viewing by...

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CPG Broker Audit

Download this Case Study CPG Broker Audit: A Case Study (PDF) OWP is the leading branded frozen pizza manufacturer in the United States and Canada with revenue of $800 million and multiple distribution channels. They utilize an online marketing, promotion,...

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White Papers

Unclaimed Property

While unclaimed property laws have been around since the 1940’s, over the past fifteen years, there has been increased attention given to the subject of unclaimed/abandoned property. It is estimated that approximately $5 billion worth of property is...

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