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Compare every exit path

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Turnkey ownership solutions at scale

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Exploring employee ownership at your company

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For Advisors

Grow your practice with exit planning tools

Help clients explore all exit options, including employee ownership.

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Client Portfolio
CH
Chen Hardware
DZ ✓AP ●
RL
Rivera Landscaping
ReferredDZ ✓
TH
Thompson HVAC
DZ ●
+ Add Client
SC
MC
JL
3 viewing
+ Invite collaborator
Add a comment...
Client clicks link
Takes DZ
You’re added

Expand your reach

Add exit planning to your practice without becoming an expert in ESOP, Co-op, or EOT. Trusted by CPAs, lawyers, RIAs, valuation experts, and estate planners.

Try the demo

Win more clients

Offer employee ownership as an exit option. Most advisors don't, but owners increasingly ask for it.

Save time with AI-assisted tools

Get AI-powered answers to client questions with Zolid AI, multi-method valuations in minutes with Aha Planner, and a shared dashboard for collaboration.

Get hired faster

Share tools with prospects via referral links. When they see immediate value, they're more likely to hire you. Track what works.

Increase revenue per client

Add ESOP, Co-op, and EOT exit planning to your practice. Aha Planner, Day Zero Guide, Zolid AI, and The Grid keep you efficient as your client list grows.

In Good Company

WealthManagement.com article: Zolidar Equips Advisors with Tools to Guide Business Owner Clients Through the Succession LabyrinthImpactAlpha article: For retiring business owners, employee buyout options can go head-to-head with private equityThe Stakehold article: Making employee ownership the obvious choice for millions of businesses
Project Equity - Zolidar and Project Equity Partner to Make Employee Ownership Actionable at Scale
Google Startups for Sustainable Development - Zolidar selected for Google's program supporting startups advancing UN Sustainable Development Goals
CAFE - Center for Accelerating Financial Equity Fintech Accelerator
Project Equity - Zolidar and Project Equity Partner to Make Employee Ownership Actionable at Scale
Google Startups for Sustainable Development - Zolidar selected for Google's program supporting startups advancing UN Sustainable Development Goals
CAFE - Center for Accelerating Financial Equity Fintech Accelerator

Trusted by leading employee ownership advocates

Project Equity
Leading EO Advocate
"It bridges the gap between learning and doing — empowering advisors to guide EO transitions and giving business owners a path to explore on their own."
— Evan Edwards, CEO

Set your clients up for exit planning success

Each tool addresses a specific challenge advisors face. See how they work together to help you deliver better outcomes for your clients.

problem

Advisors and owners struggle with overwhelming information on exits and employee ownership.

Ask Zolid AI

Get accurate, context-aware answers on exit planning and employee ownership. On demand. No waiting.

Try Zolid AI

How do I compare an ESOP and an EOT for a client?

problem

Advisors spend valuable time educating owners before exit planning begins.

Know all exit options

Share the free Day Zero Guide with clients. They arrive prepared and informed, so you can focus on strategy instead of education.

Get Day Zero Guide
Day Zero Guide showing exit planning options for business owners
problem

Prospective clients are overwhelmed by the cost and effort of feasibility studies or valuations.

Get instant valuation and feasibility

Generate valuations in minutes, not weeks. Help clients compare exit paths and understand financial feasibility without expensive studies.

Try Aha Planner
Aha Planner showing business valuation and exit path financial comparison
problem

It's difficult to stand out and build trust in a fragmented employee ownership space.

The Grid

Build your reputation and get discovered by owners seeking exit planning help. Share expertise and connect with the employee ownership community.

Join The Grid
  • You
problem

A branded client destination for exit-planning tools takes months to build and goes stale the day it ships.

Hub

Launch a Hub under your name with the Day Zero Guide, Aha Planner, Zolid AI, and curated Grid content. Pre-built, kept current by Zolidar. Live in minutes.

Explore Hub
z.keystonecenter.com
K
Keystone Business Transition Center
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problem

A deal team grows around every client — counsel, CPA, lender — and the work scatters the moment it does, with your practice the last to hear what changed.

Advisor plans

One seat puts this whole toolkit behind your practice. Sponsor client workspaces, work in them beside the deal team, comment where the numbers live, and bring in the specialist you are missing from The Grid.

See advisor plans
Clients12
  • RAMax
  • KMValuation
  • OTSponsored

See how it fits your practice

Get a personalized walkthrough of tools that help you serve more clients and grow your practice.

Help shape the future of exit planning

Join the Advisor Circle, a select group of trusted partners. Get early access, special discounts, and help influence how Zolidar evolves.

Join the Advisor Circle

The Grid: Built for the SMB community

Where owners, advisors, and financiers connect, find answers, and build reputation.

It's Free - Explore Now
OwnersVideosEO LeadersPodcastsPolicyFinanciersBlogsResearchAdvisorsOrgsGlossaryTHE GRIDby Zolidar
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A California-based company on a mission to grow the wealth of everyday Americans through employee ownership

700 El Camino Real, Suite 120, #1393 · Menlo Park, CA 94025

+1 (650) 977-4744·z@zolidar.com

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Do Not Sell or Share My Personal Information

Zolidar is not a registered investment adviser or registered broker-dealer and does not provide investment recommendations or advice of any kind. Any materials provided are solely for informational purposes and should not be construed as an offer to sell or the solicitation of an offer to buy any securities, or participate in any investment, nor as intended to provide, and should not be relied on for, investment, tax, financial, accounting, legal, regulatory or compliance advice. The opinions and analysis contained in any materials provided may be based on published and non-published sources prepared by unrelated third parties. While such sources are believed to be reliable and written in good faith, they have not been independently verified and no representation or warranty, expressed or implied, is made as to the accuracy, completeness, or timeliness of such information. Except where otherwise indicated, any materials provided are based on information in existence as of the date of preparation, and not as of any future date, and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Prior to making a financial decision, you should (i) conduct your own investigation and analysis, (ii) carefully consider risk factors, objectives and strategy, fees and expenses, and any tax consequences, and (iii) consult with your own investment, tax, financial, accounting, and legal advisors. You should ensure that you have the financial capacity for any decisions that you make. Neither the U.S. Securities and Exchange Commission nor any state securities commission or federal or state regulatory authority has recommended or reviewed or approved the accuracy or completeness of any of the information or materials provided through Zolidar.

© 2026 Zolidar, Inc. All Rights Reserved.

Frequently asked questions

See all
1

Which advisors benefit from Zolidar?

Zolidar gives an advisor one place to work with every business they advise. Each owner has a workspace, where you work through the Day Zero Guide and Aha Planner together.

Every advisor plan, including Advisor Free, includes a dashboard of those businesses and referral links. Paid advisor plans add free or discounted plans you can offer owners.

To bring an owner in, see how an advisor invites a business owner to Zolidar.

2

I already use software with my clients. Why use Zolidar?

Zolidar isn't just another exit planning tool - it's designed to help you and your clients navigate paths that are often overlooked or underexplored. Here's why it's different:

Preparation and Confidence: Zolidar doesn't just help with planning - it prepares owners to take the first steps on their exit journey. If your clients are early in the process, Zolidar builds their confidence and conviction, making them more ready to engage with you as their advisor.

3

How can advisors try Zolidar?

Look around first. The Zolidar demo opens a sample business with its numbers already filled in. You sign in with your email. There’s no card and no data to enter.

From the Advisor section of your workspace, you can add a workspace for a business owner or copy a referral link. The link opens the Day Zero Guide, which can show your logo or name.

4

How does an advisor invite a business owner to Zolidar?

Add a workspace. Go to Advisor › Workspaces › Add workspace. The three steps are Workspace & plan, Invite, and Review. In the Invite step, enter the owner’s email and Zolidar sends them an invitation.

If the owner will pay for their plan, the email is required. Otherwise you can leave it blank and send the invitation later from your Workspaces list. On Advisor Valuation or Advisor Max, you can pay for the owner’s plan in the first step.

5

What happens when a business owner accepts an advisor’s invitation to Zolidar?

The invitation email has an Open your workspace button. Sign in, or create an account, with the email address the invitation went to. A different address won’t accept it.

You then join that workspace, and its dashboard opens. From there you can start the Day Zero Guide or Aha Planner. Your advisor works in the same workspace with you.

If the invitation has expired or been cancelled, ask your advisor to send a new one.

6

What happens when a business owner opens an advisor’s Zolidar referral link?

The Day Zero Guide compares employee ownership, a financial sale, and a strategic sale for your business. It’s 12 multiple-choice questions and takes about 10 minutes. You don’t need an account to start.

The link carries your advisor’s referral code. If you create a Zolidar account in the same browser within 45 days, your advisor is credited. If your advisor set the link up that way, they join your workspace as a collaborator to view and help with your work.

A link from an advisor on Advisor Valuation or Advisor Max may include a discount or a free plan. A link from an advisor on Advisor Free doesn’t.

7

What’s the difference between a Zolidar advisor plan and a Zolidar business plan?

Business plans are Business Free, Business Valuation, and Business Max. Each belongs to one workspace. It sets what the Day Zero Guide and Aha Planner can do for that business.

Advisor plans are Advisor Free, Advisor Valuation, and Advisor Max. Each belongs to one advisor. It covers the client dashboard and referral links, and on a paid plan, the plans the advisor can offer owners.

8

Can an advisor pay for a business owner’s Zolidar plan, and what happens if they stop?

An advisor on Advisor Valuation or Advisor Max can sponsor an owner’s plan. They can do it when they add the owner’s workspace. They can also choose Sponsor a plan later, from their Workspaces list or from Your workspaces. Advisor Free can’t sponsor a plan.

There are two ways to sponsor:

  • The advisor pays the bill. The owner keeps the plan while the advisor pays. If the advisor stops, the workspace moves to Business Free right away.
9

How is a Zolidar Hub different from a Zolidar advisor plan?

An advisor plan gives you a dashboard of the businesses you advise, access to each of their workspaces, and referral links. Paid advisor plans add free or discounted plans you can offer owners. Advisor plans run from $0 to $8,000 a year.

is a branded exit-planning site on an organization’s own domain. It suits employee-ownership centers, associations, and banks. It includes a curated directory of service providers, educational resources, regional insights, and engagement analytics. A Hub is $12,000 a year.

Connecting Owners with Advisors: Zolidar guides owners toward finding trusted resources and advisors. By the time they use our tools, they are closer to understanding their needs and are ready to connect with professionals like you. This makes your job easier, as owners come to you more informed and prepared.

Highlighting Viable Paths: Many healthy businesses may struggle to find a third-party buyer. Zolidar empowers you to introduce employee ownership as a viable and often ideal exit path. Our software helps your clients gain awareness and deeper consideration of this option, providing actionable information that's often hard to find elsewhere. Even if you're not an expert in EO, Zolidar equips you with the tools and insights needed to guide your clients through this process, expanding your service offerings and deepening client relationships.

Then start on Advisor Free.

Compare advisor plans on the pricing page.

Share a referral link. Under Advisor › Referrals, create a code and copy its link. The link opens the Day Zero Guide, which shows your logo or name. When an owner creates an account through it, you’re credited.

Each code has a switch that adds you to the owner’s workspace as a collaborator. It’s on unless you turn it off. On a paid advisor plan, a code can also carry a discount or a free plan. You choose both when you create the code.

The code works on any zolidar.com page. Add ?referral_code= and your code to a link such as the pricing page. The visit, the credit, and the collaborator invite work the same way. Your logo or name shows only on the Day Zero Guide.

Credit goes to the last advisor link the owner opened. It counts for a new account created in the same browser within 45 days.

Your advisor can put the same code on any zolidar.com page, such as the pricing page. It works the same way there. Your advisor’s logo or name shows only on the Day Zero Guide.

This link doesn’t add you to a workspace your advisor already created. An email invitation does that.

What a person can do inside a workspace also depends on their role there, such as Viewer or Editor. A role and a plan are set separately.

Compare plans on the pricing page.

  • The advisor gives a discount or a free plan. If the advisor stops, the plan continues until it renews. At renewal the owner pays full price if a payment method is on file. Otherwise the workspace moves to Business Free.
    • A Hub

    Advisors on a Hub. A Hub’s directory shows the providers the organization picks. Its full directory page also adds public Grid profiles from the Hub’s region. So an advisor with a profile on The Grid can appear there without a Hub of their own.

    A Hub doesn’t replace an advisor plan. An advisor works with clients through an advisor plan either way.