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
Owners struggle to get started on exit planning, overwhelmed by online information.
solution
Owners align their exit options and their goals. They now feel ready to discuss their results with an advisor.
Succession planning for clients
Explore your client’s exit options
Get Your Day Zero Guide
problem
Exit planning and employee ownership resources are disperse and impersonal.
solution
Owners get instant answers to broad questions. Advisors also can learn new concepts, particularly related to employee ownership.
AI assistant for business exit planning
Ask about exit planning or employee ownership
Ask Zolid AI
problem
Owners waste time on unviable exit paths and lose interest.
solution
Enable owners to view all possible exit paths and compare the financial impact of each.
Financial tools for exit paths
Assess financial feasibility of exit paths
Get Your Aha! Planner
problem
Owners don’t know who to contact or trust as they consider a once in a lifetime decision.
solution
Advisors build reputation to match with partners and 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

Try our features with one of your clients today!

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