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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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Aug 2026

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Business Advisors for Succession & Employee Ownership

Advisors who guide business owners through strategic planning for ownership transitions — evaluating succession options, assessing readiness for employee ownership, and coordinating with transaction teams on ESOP, EOT, or cooperative paths.

Join The Grid

Dylan Timmerman

Matson Consulting

Community Development and Food Systems Consultant

Columbia, SC, USA

Shawn Burcham

Holts Summit, MO, USA

# EO Case Study

Jess Rose

Account Manager + Project Manager

Portland, OR, USA

Thomas Dudley

Co-founder & Advisor at Certified Employee-Owned

Austin, TX, USA

Babbie Jacobs

American Sustainable Business Network (ASBN)

Community Capital Working Group Chair

New York, NY, USA

Guillermo Mazier

Financial Times

SVP, Global Business | Business Advisor

Phoenix, AZ, USA

Maggie Cohn

Cooperative Fund of the Northeast

Southeast Loan and Outreach Officer

Boston, MA, USA

Razi Amin

Aspen Capital Solutions

Boston, MA, USA

Stephanie (Dr. Steph) Gripne

Impact Finance Center

Denver, CO, USA

Luni Libes

Chief Executive Officer

Catherine Berman

San Francisco, CA, USA

Michael Darger

University of Minnesota Extension

Extension Specialist, Community Economics

St. Paul, MN, USA

Lori Moen

Vision One High Perfomance Group

Strategic Partner providing Executive Roundtables and Coaching

Jason Waldron

Business Consultant

Evergreen, CO, USA

# Succession Planning

Irwin Boutboul

Founder, Startups for Sustainable Development

Don McCrea

Your Business Legacy

Brookings, SD, USA

# Succession Planning

Steven Suckow, Esq.

BMO Harris Bank

General Counsel, Governance, Government Relations | Director BMO Harris Corporate Advisory

Minneapolis, MN, USA

Don Moffitt

Durham, NC, USA

Barry J Berkowitz

International Business Brokers Association (IBBA)

Hardika Shah

Yee-Lin Lai

Walton Family Foundation

Senior Program Officer

Bentonville, AR, USA

Lisa Walker

Performance Strategies Management Consulting Group

Naman Chaturvedi

Service Lead - Product Innovation and Service Discovery Group

Cathie Mahon

Brooklyn, NY, USA

Ryan Tansom

Stillwater, MN, USA

Keenan Beasley

Los Angeles, CA, USA

Matt Kahn

Boston Impact Initiative Fund (BII)

# Private Equity

Alicia Lewis

Blue Coast Strategies

Sacramento, CA, USA

Annie Sullivan-Chin

A Bookkeeping Cooperative

Bookkeeper, Consultant, Educator

Brooklyn, NY, USA

Darren Gleeman

Managing Partner

New York, NY, USA

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