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Grow your practice with exit planning tools

Help clients explore all exit options, including employee ownership. Acquire and retain more clients.

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Exit planning tools for advisorsExit planning tools for advisors

Expand your reach

Grow your practice by offering comprehensive exit planning to more clients, faster. CPAs, lawyers, RIAs, valuation experts, and estate planners use Zolidar to add ESOP, Co-op, and EOT services without becoming experts in every exit path.

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Win more clients

Differentiate your practice by offering employee ownership as an exit option. Most advisors don't, but business owners increasingly want it.

Save time with AI and technology

Leverage AI to answer client questions instantly, generate valuations in minutes, and collaborate on accounts. Get the benefits of technology without the learning curve.

Get hired faster

Share tools with prospects through referral links. When they experience immediate value, you're more likely to get hired. Track what brings clients in.

Increase revenue per client

Add employee ownership services at competitive prices. Serve more clients profitably with tools that make you efficient: Aha Planner, Day Zero Guide, Zolid AI, and The Grid.

In Good Company

WealthManagement.com article: Zolidar Equips Advisors with Tools to Guide Business Owner Clients Through the Succession LabyrinthThe 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

Trusted by Leading EO 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
Answer client questions instantly with AI-powered insights. Save time while providing accurate, context-aware guidance on exit planning and employee ownership.
Try Zolid AI
Zolid AI assistant for exit planning and employee ownership guidance
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 business owners seeking exit planning help. Share expertise and connect with partners in the employee ownership community.
Join The Grid
Engage with others interested in employee ownership

See how Zolidar supports you

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

Frequently asked questions

See all
1

Which advisors benefit from Zolidar?

Zolidar supports a wide range of professionals in the exit planning process:

  • Business Consultants – Estimate business value, assess risks, and gauge fit for employee ownership models
  • Financial Planners & CPAs – Compare transition plans, liquidity projections, and EO feasibility
  • Lawyers – Model financial impact of different ownership structures and transition strategies
  • Employee Ownership Facilitators – Build client conviction and comfort in EO exit paths

Advisor Premium Benefits:

  • Unlimited Aha Planner valuations for all your clients
  • 30% referral program – earn $300 on every Business Max plan through your unique link
  • Live collaboration – work through reports together in real-time, like Google Docs for exit planning
  • Advisor dashboard – manage all clients from one login with clear process visibility

At $3,000/year, Advisor Premium pays for itself through unlimited valuations and referral income, making it affordable to use with every prospective client just starting their exit journey.

Ready to get started? Book a demo or sign up for Advisor Premium to learn how Zolidar can help you guide clients from early interest to confident action.

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.

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.

3

How can advisors try Zolidar?

Getting started with Zolidar is quick and straightforward. You can sign up in just a few minutes—no cost, no commitment. Ready to see how Zolidar enables you to get your clients started on the path to a successful exit? Get Started now! or prefer a quick overview? Watch this quick demo

Get in touch

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

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A California based company on a mission to increase the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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