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Executive Office

Locating dormant capital across the enterprise.

Barber Weisbruch conducts targeted reviews of corporate accounts, custodial holdings, and legacy records to identify dormant capital. Our structured recovery process ensures assets are verified, documented, and returned in alignment with corporate governance and regulatory requirements.

Our Services: Tailor-Made Services for Every Need

Custodial Accounts

Recovery of legacy accounts and subsidiary holdings containing unresolved balances or unreconciled transactions.

Residual M&A Consideration

Recovery of unrealized proceeds, escrow balances, or contingent payouts linked to merger and acquisition activity.

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Investment Residuals

Recovery of dividends, corporate actions, and securities entitlements originating from treasury and portfolio activities.

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The cost of incomplete dissolution.

When businesses terminate operations or dissolve without properly reconciling accounts and notifying custodians, significant assets often remain unaccounted for.

 

Barber Weisbruch identifies these overlooked holdings, ranging from custodial balances to contractual entitlements, and facilitates compliant recovery, ensuring value is preserved rather than lost to administrative oversight.

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"Barber Weisbruch’s post‑acquisition asset review uncovered residual consideration and unreconciled balances overlooked during integration. Their precision added measurable value to the transaction and ensured a clean compliance profile." - Mei, Los Angeles, CA

Identifying corporate assets with a statutory return period is critical to preserving value. Timely detection ensures funds are recovered before statutory deadlines lapse, preventing permanent loss through escheat and safeguarding corporate capital.

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Clear, regulated deductions. Lowest in class.

Barber Weisbruch applies state‑regulated variable withholding in accordance with California law, ensuring cost structures remain clear, compliant, and consistent for every recovery.

Contact our advisory team. We'd love to hear from you.

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