Loading…

Exit Planning
- Day Zero Guide
- Aha Planner
The Grid

Loading content…

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

Facebook Instagram X YouTube LinkedIn

Privacy policy Terms of Service Cookies Acceptable Use Policy

© 2026 Zolidar, Inc. All Rights Reserved.

Jun 2026

Meet Zolid AI

Here to help — Zolid AI can answer questions and provide insights. Free for now, with fair usage limits.

Your conversations are not shared with others. We may review them to improve Zolid AI.

Ask me anything

Zolid AI may provide inaccurate info, so verify responses.

CrestMount Advisors | The Grid by Zolidar

CA

CrestMount Advisors

Last updated at 2024-11-15

Add this org to the EO Market Map

Richer profiles land on the map faster.

Enrich this profile Explore the map

Grid Insight

About

CrestMount Advisors provides financial advisory services for mergers & acquisitions, strategic advisory work as well as private equity and debt financing for clients in the equipment and commercial finance, technology, healthcare, manufacturing and services industries. Our goal is to maximize…

Services and Fees

Conversion Support: Business Planning & Modeling

Join The Grid to view full services and fees information

Organization type

Service Provider

Details

Funding source: Other

Contact

Home Office, Charlotte, NC, USA

Associated people

Current

S
Steve Sherman
Managing Director

Previous

No previous associations listed for CrestMount Advisors.

Authored

No authored content listed yet.

Mentions

No mentions listed yet.

Curators

No one has curated this page yet. Be the first.

Browse The Grid

Professionals by Role

Academic
Attorney
Business Advisor
Business Executive
Business Owner
Business Valuation Expert
Certified Public Accountant (CPA)
Exit Planner
Lender
Registered Investment Advisor (RIA)
View all roles →

Organizations by Type

Academia
Advocacy
Business
Capital Provider
Other
Service Provider
View all types →

Professionals by Location

New York, NY, USA
San Francisco, CA, USA
Los Angeles, CA, USA
Denver, CO, USA
Oakland, CA, USA
Chicago, IL, USA
Boston, MA, USA
Austin, TX, USA
Browse all professionals →