Exit Planning Tools
- Day Zero Guide
- Aha Planner
Community
- The Grid

A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

Facebook Instagram X YouTube LinkedIn

Privacy policy Terms of Service Cookies Acceptable Use Policy

© 2026 Zolidar, Inc. All Rights Reserved.

👋 Meet Zolid AI

Here to support your company's exit journey — Zolid AI can answer questions and provide insights. Free for now, with fair usage limits.

Your conversations are not shared with others. We may review them to improve Zolid AI.

Ask me anything

Zolid AI may provide inaccurate info, so verify responses.

Follow Kaplan Fiduciary Group on The Grid by Zolidar

Kaplan Fiduciary Group

Financial Svcs Non Bank And Insurance

Atlanta, GA, USA

Last updated at 2025-05-07

Grid Insight

About

Howard Kaplan provides governance and sound fiduciary solutions and best practices services to private and ESOP Companies:

Board Advisory
ESOP Advisory
Expert Witness
Trust and Professional Advisory

Board advisor and business professional with over 30 years of experience in the trust and...

Organization type

Service Provider

Services Offered

Governance: Certified B Corp & Public Benefits Corp
Drafting Articles & Bylaws
ESOP Third Party Administrator (TPA)
Member Participation
Post Conversion Operations
Trust Administration, Trustee
Board Basics
Transition: ESOP

Details

Location: Atlanta, GA, USA
Ownership type: Privately Owned
Industry sector: Financial Svcs Non Bank And Insurance
Focus on EO: Partial
EO year: 0

Contact

Atlanta, GA, USA

Join The Grid to view contact information

Associated people

Current

H
Howard Kaplan
CEO at Kaplan Fiduciary Group

Previous

No previous associations listed for Kaplan Fiduciary Group.

Authored

No authored content listed yet.

Mentions

No mentions listed yet.

Browse The Grid

Professionals by Role

Academic
Attorney
Business Advisor
Business Executive
Business Owner
Business Valuation Expert
Certified Public Accountant (CPA)
Exit Planner
Lender
Registered Investment Advisor (RIA)
View all roles →

Organizations by Type

Academia
Advocacy
Business
Capital Provider
Other
Service Provider
View all types →

Professionals by Location

New York, NY, USA
San Francisco, CA, USA
Los Angeles, CA, USA
Denver, CO, USA
Oakland, CA, USA
Chicago, IL, USA
Boston, MA, USA
Austin, TX, USA
Browse all professionals →