Follow Us
- 630 Freedom Business Dr. Floor 3, King of Prussia, PA 19406
- (310) 205-0455
- info@dunbargroup.com
State audit activity is up. Dormancy rules and reporting deadlines change every year. And the penalty for getting it wrong — financially and reputationally — is real. Dunbar's services are designed for financial institutions that can't afford to treat unclaimed property as an afterthought. Pick the services that match your current needs; our team handles the complexity either way.
Every organization — banks, insurers, retailers, manufacturers, healthcare systems, staffing firms — has unclaimed property obligations. Dunbar's services are built for companies that can't afford to treat unclaimed property as an afterthought. Pick the services that match your current needs; our team handles the complexity either way.
Consulting and Advisory
The most expensive unclaimed property problems are the ones you didn't know you had — until an auditor found them. Dunbar's consulting and advisory practice covers liability analysis, process review, first-time reporting setup, VDAs, and M&A due diligence.
Unclaimed property reporting looks manageable — until you're doing it across multiple states with different property types, dormancy rules, and filing deadlines. Dunbar reviews your data before anything goes to the states and files accurately across all jurisdictions.
Reporting
Owner Location & Dormant Account Reactivation
Every dormant account is a client you've already won — one you'd rather keep than hand over to the state. Dunbar executes targeted, personalized outreach campaigns that reopen accounts, restore relationships, and reduce your firm's escheatment exposure.
Most organizations focus on unclaimed property as a liability. Fewer realize they may also be owed money sitting in other holders' books. Dunbar researches your complete corporate lineage to identify unclaimed assets — at no cost unless we recover something.
Corporate Asset Recovery
