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In this episode we explore another very important section of the ESOP site visit presentation - “The Customer Overview.” Along the Journey to an ESOP, sell-side advisor with the the company’s team are presenting the company to the trustee and valuation firm.
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In this episode we explore another very important section of the ESOP site visit presentation - “The Customer Overview.” Along the Journey to an ESOP, sell-side advisor with the the company’s team are presenting the company to the trustee and valuation firm.
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