Begin your financial roadmap for business exit

Aha! Planner gives you a detailed financial perspective on your exit options, including a comparison of employee ownership with other paths.

20 mins
Employee Ownership exit strategies for SMBs

The step-by-step financial guide to your exit plan

Instant Indicative Valuation

A starting point valuation and an orientation to how valuations work

helps to
Develop an idea of your target sale price
Identify valuation drivers for your business

Strategic Financial Assessment

Your company's financial readiness for exit paths, including employee ownership

helps to
Identify opportunities to build value into your business
Create your exit-ready checklist

Insight Beyond the Dollars

Context and tips business owners need to make decisions from the data

helps to
Align your liquidity needs with your exit time horizon

Paths and Projections

Exit options clearly laid out, including financial projections

helps to
Determine which exit options are financially appealing

Why Choose Zolidar's Aha! Planner?

Tailored for SMBs

Aha! Planner is designed to meet the needs of main street businesses, whether selling, transitioning to employee ownership, or growing is the next step.

Values-Driven Approach

We ensure that your company's values and legacy are taken into consideration as you plan your transition.

Strategic Planning

Our holistic approach ensures that you are well-prepared to design options for your exit across the many important aspects of your business.

Explore the Aha! Planner today and take the first step towards a successful and value-driven business transition.

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