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Here to support your company's exit journey — Zolid AI can answer questions and provide insights. Free for now, with fair usage limits.
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Principal fiduciary for over 100 separate company ESOP transactions and ongoing fiduciary for over 25 plans. Specializes in advising or serving as a fiduciary for corporate retirement plans that hold company stock with an emphasis on ESOPs. From acting as an independent fiduciary/trustee for the...
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