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

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Jul 2026

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Trefethen Advisors | The Grid by Zolidar

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Trefethen Advisors

Last updated at 2024-11-15

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About

Trefethen Advisors, LLC is an independent financial and strategic advisory firm serving leading middle-market public and private corporations, family offices, institutional investors, operating executives and individual business owners.

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Services and Fees

Conversion Support: Business Planning & Modeling

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Organization type

Service Provider

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How do I figure out which path fits my company?What are the motivations of third party buyers?What are the different types of employee ownership?

Details

Funding source: Other

Contact

6380 E. Thomas Rd., Suite 200 , Scottsdale, AZ, USA

Associated people

Current

Rob Valentine
Managing Director
William Trefethen
Managing Partner

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