Bridge the gap to exit planning for your clients

Enable business owners to explore their exit options, including employee ownership, to kickstart their journey with you.
For advisors hero
Expand your reach
Whether you are a CPA, lawyer, valuation expert, RIA or an employee ownership consultant, Zolidar enhances your ability to introduce clients to all their available exit path options, including employee ownership.

Stand out in a competitive market

Give clients comprehensive guidance including the often-overlooked employee ownership exit.

Adopt technology to work smarter

Streamline the evaluation and implementation of an exit plan for business owners.

Reach new clients

Increase your visibility to potential clients who are actively seeking guidance on business transitions.

Offer employee ownership

See how the benefits of employee ownership compare to other exit options.

Set your clients up for exit planning success

Zolidar complements existing exit planning services, enabling business owners to collaborate more effectively with their advisors.

problem
Exit planning and employee ownership information is disperse and overwhelming.
solution
Advisors find information and pointed resources on employee ownership and enable clients to have instant answers to broad questions.
AI assistant for business exit planning
Ask about exit planning or employee ownership
Ask Zolid AI
problem
Advisors spend valuable time educating owners and coaching them to begin the exit journey.
solution
Owners align their exit path and their goals and are ready to discuss their choices and preferences with their advisor.
Succession planning for clients
Know all exit options
Start Day Zero Guide
problem
Advisors must guide owner expectations of financial feasibility and financial outcomes of their exit.
solution
Owners understand the financial implications of each exit path and can focus on driving their plan forward with their advisor.
Financial tools for exit paths
Assess financial feasiblity
Start Aha! Planner
problem
Trusted advisors spend time finding the right experts in the community to help their clients.
solution
Advisors join a network, establish reputation and match with new clients who are seeking exit planning resources.
Engage with others interested in employee ownership
Connect with business owners and partners
Join Waitlist for Zolidar Community

Frequently asked questions

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Try our features with one of your clients today!

Get in touch
Have an interest in business succession planning or employee ownership? Let's connect!
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