If I’ve contacted you, I have already researched public records data (most of which is unavailable on the web) that I purchased or otherwise obtained from government entities to locate assets owed to your company or organization (“you”).
The Challenge is (1) to locate misdirected funds owed to you that have been idle without interest, sometimes for up to several decades; and (2) to successfully obtain their transfer directly to you without passing through the hands of third parties (including your expert's hands) with documentation that confirms your entitlement and authority to claim the assets (even if the reported name or address are not exactly correct).
Here are some criteria you may find helpful when selecting the professional who can accomplish this effectively; consider the competitive advantages of him (or her) having the eclectic expertise that is vital to your project:
1. A Track Record Confirming Extraordinary Research Skills Has he 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)?
2. No Risk / Guaranteed Results Are his fees entirely contingent and dependent on net proceeds being paid directly to you with no out of pocket expenses ever from you?
3. Trade Secret Tools and Techniques to Find What Others Miss Does he utilize custom software for multiple queries on huge databases, custom 100+ step macros, and 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? Where necessary, does he apply rarely known techniques to transform thousands of unsearchable records into formatted data that is searchable to locate client assets?
4. Savvy Creativity Does he have the street smarts and knowhow to find incorrectly entered data gained from his own computer experience predating CP/M-86, MS-DOS, Windows and IOS?
5. Advocacy Does he have decades of experience winning cases in trial courts and appellate courts as a California attorney to understand and prepare convincing documentation to persuade the fund holders that the client’s proof of ownership is sufficient?
6. Honesty & Integrity Has your pro undergone two FBI background checks confirming he’s never been arrested or accused of any professional wrongdoing; is he a native full time San Francisco Bay Area resident?
7. Professional Guidance Does he have experience as a corporate trainer of thousands and national speaker, plus have seminar leader skills to teach you tips you'll use forever to do anticipatory research if you want to help avoid future deprivation of assets?
8. Reliability Will you work directly together or will you be handed off to somebody named “Staff”?
9. Green / Reduced Paperwork Has he developed computer programming to create documentation that reduces paperwork and client proofreading time by up to 75%?
10. Awareness & Confidentiality Has he served and represented executive fiduciaries, and does he know and understand your fiduciary duty to promptly complete this project with professional expertise?
Now compare and see for yourself. (I fit all of these criteria.) My fees almost always “pay for themselves” – merely 10% contingent – based on net proceeds actually received by you. If I’ve contacted you, I am prepared to provide a free no-obligation proposal confirming what I’ve already found (which may have taken me many days or weeks of research).
The masters of business teach the art of delegation.
Perhaps you and I will combine forces to enable me to serve, not as an attorney, but as your confidential collaborator analytic agent while making you the results-oriented star of your company or organization for having the leadership skills to get the job done.
11. Bonus Item: Is He Any Fun to Work With? Has he been a contributing writer for Jay Leno’s opening monologues on the Tonight Show? Has he made William F. Buckley, Jr. laugh while being Firing Line interviewed? Was he an Eagle Scout? Did he put himself through college working at Disneyland during college breaks or while at college with his band performing rock and soul music nearly every weekend? Is he a former 3-year past president of a 100-member San Francisco based lawyer wine appreciation group?
Hire this guy. Get the job done, right. Make him show you the money!
