1. Why did you contact us? 2. Why should we collaborate with you since we already have people who do this? 3. How do you find and recover what others miss? 4. What have these competitive advantages located? 5. How are you compensated? 6. How can we confirm your honesty and integrity? 7. How can we avoid offending our in-house people who do this? 8. How can we avoid overlapping or duplicate claims? 9. How do we get started?
Q & A’s
1. Why did you contact us? A. My proactive research shows substantial assets are potentially eligible for recovery by your organization.
2. Why should we collaborate with you since we already have people who do this? A. If substantial assets remain unrecovered, this one-time project can honor your fiduciary duty of marshalling assets that are being missed and validate your leadership skills by helping “in-house” workers learn new tips on how to make more effective recoveries from now on.
3. How do you find and recover what others miss? A. I utilize (a) custom software for multiple queries on huge databases, (b) custom 100+ step macros, and (c) extra powerful computers and hardware accessories to undertake what others cannot and/or will not to examine records pertaining to approximately 33 million individuals and organizations on data I purchase or otherwise obtain. I often need to transform thousands of unsearchable records into formatted data that is searchable to locate client assets.
4. What have these competitive advantages located? A. I have discovered thousands of records worth millions of dollars that have gone unrecovered for decades despite searches by the federal government, state and local governments, and top companies and organizations (including many in Silicon Valley).
5. How are you compensated? A. The 10% contingent fee for my professional analytic agent services is based on what is owed to and actually received by the client. The client advances no costs as they are included in my fee which is not due unless and until the client receives what is owed. If the client doesn’t get paid, I don’t get paid. Typically, all documentation I prepare directs the net proceeds to be sent directly to the client and to not pass through my hands.
6. How can we confirm your honesty and integrity? A. I am a more than 40-years in good standing member of the California State Bar Association and have undergone two FBI background checks that can be confirmed on a daily updated database showing I am a California Notary. Your LinkedIn contacts may know contacts who know me. I am a native full time San Francisco Bay Area resident.
7. How can we avoid offending our in-house people who do this? A. They should welcome it. Your doctors, lawyers, accountants, and fellow executives all benefit from continuing education courses. The world’s greatest athletes have coaches or personal trainers. I’m like the carpet cleaner with his truck and heavy equipment who gets the ground-in stuff that’s been missed – I’m no threat to the person who does the regular vacuuming. They’ll have updated information that will enable them to do their job more effectively when we’re finished.
8. How can we avoid overlapping or duplicate claims? A. I have safeguards to pursue only assets that have already been missed. The details are in a pdf file you can receive by request: CBlunden@FiduciaryLab.com.
9. How do we get started? A. Contact me to arrange my meeting at your office or by phone or online with the appropriate authorized decision-maker to explain the steps needed to finalize the recovery of assets. If that person decides to proceed, I’ll provide an engagement letter to be signed at this meeting which authorizes my assisting role and fee for the limited purpose of completing the recovery.The next step is my providing documentation which clearly discloses the nature, value and location of what is owed.
Hire this guy. Get the job done, right. Make him show you the money!
