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Getting It Back: Firm Edition

The Ready-Made Blueprint for Building a Surplus Funds Department


Your Firm Has the License. We Give You the Blueprint.


Surplus funds recovery is one of the fastest-growing service areas for professional firms — and most firms have no idea how to structure it. Getting It Back: Firm Edition gives you a complete operational framework to launch a surplus funds division without starting from scratch.


You bring the expertise. We bring the system.

Built for Professional Firms Including:


  • Law Firms

  • Accounting & Financial Advisory Firms

  • Real Estate & Title Firms

  • Consulting Firms


What's Inside the Guide


  • Department Framework: How to structure a surplus funds department within your existing firm

  • Opportunity Identification: How to identify and evaluate surplus funds opportunities for clients

  • Process & Workflow: Suggested workflow from intake to claim resolution

  • Client Positioning: How to position and market this service to prospective clients

  • Compliance Overview: Key considerations by state and claim type

  • Revenue Model: How to structure fees and create a profitable service offering



Choose Your Package




Minimum order: 5 bundles for firm-wide rollout pricing — contact us for details.


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FIRM BUNDLE — $1,800

  • Everything in the Guide

  • Department launch checklist (30/60/90 day plan)

  • Client intake & outreach templates

  • Fee structure & revenue model guide

  • 1-on-1 consulting call with the author (dept. setup focus)

  • State-specific resource reference sheet

GUIDE ONLY — $297

  • Getting It Back: Firm Edition workbook & guide (digital download)

  • Department structure blueprint

  • Workflow & process frameworkWrite your text here...


Why This Investment Makes Sense

Hiring a single employee to research and build this department costs $40,000–$70,000 per year. Getting It Back: Firm Edition gives your team a ready-made starting point for a fraction of that — so your professionals can focus on doing what they're licensed to do.

Ready to Add a High-Value Service to Your Firm?


GUIDE $297 BUNDLE $1,800


Questions about bulk or firm-wide licensing? Contact us directly.


Disclaimer: Getting It Back: Firm Edition is an operational and educational framework. It does not constitute legal, financial, or professional advice. All professional services delivered using this guide are the sole responsibility of the licensed firm.


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