Our Partners

Meet Our Partners

Baker Tilly Advisory Group, LP
Contact: Cathleen Bucholtz, Principal
(818) 650-5801, cathleen.bucholtz@bakertilly.com

Our team has extensive technical and industry-specific experience that can
assist holders with all Unclaimed Property matters, including annual
compliance, audit defense, VDAs and general consulting.

CBIZ Advisors, LLC
Contact: Kellie Lanford Clark, Managing Director
(864) 241-2135, klanford@cbiz.com

Let our knowledgeable and dedicated professionals partner with you and
your company to help mitigate and/or minimize your potential unclaimed
property exposure.

SimekScott, LLC
Contact: Matthew Bower, Managing Principal
(570) 947-5971, matthewbower@simekscott.com

SimekScott delivers tech-enabled Abandoned and Unclaimed Property solutions that reduce risk, ensure compliance, and simplify every step of the escheatment process so our clients can move forward with confidence.

Tryon Clear View Group (TCVG)
Contact: Rob Kaponyas, Vice President of Business Development & Strategic Partnerships
(813) 388-6246 rkaponyas@tryonclearview.com

Tryon Clear View Group (TCVG) is a national expense-reduction and revenue optimization firm that has delivered measurable hard-dollar savings for 2,000+ organizations. TCVG identifies, negotiates, implements, validates, and sustains savings across a broad range of purchased services, typically with minimal staff involvement and without changing existing vendors. Through our partnership with Boomerang Asset Recovery, TCVG clients also gain access to specialized expertise in Missing Checks, Unclaimed Property and Asset Recovery.