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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.

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Alex Dang

Director of Product

San Francisco, CA, USA

Stacy Zelinski

Northern Initiatives

Initiate Director | CDFI Consultant

Samantha Slade

Co-owner, Co-director

Gil Friend

Executive, Ontological Coach

Berkeley, CA, USA

Alex Angel

Co-founder / COO

# EO Communication

Sue Crockett

Minnesota Employee Ownership Center (MNCEO)

Mark Bernstiel

Mission Investors Exchange

Coordinator, Programs

Philadelphia, PA, USA

Enrique De La Cruz

Colectivo Zapatista

San Diego, CA, USA

Sandy Goldman

Vancouver Co-op Radio

Deborah Frieze

Tufts Department of Urban & Environmental Policy & Planning

Professor | Founder

David Finegold

The National Transfer Network

President and Founder

Pittsburgh, PA, USA

Diana Tourney

Oregon Small Business Development Center

Business Owner at Spectrum Accounting

Canby, Oregon, USA

Kylie Jackson

The Great Game of Business

# Open-Book Management

David Brodwin

Knowledge Impact Network

Senior executive and advisor with deep experience in media, information technology, and social impact

San Francisco, CA, USA

Peri Pakroo

University of Wisconsin-Milwaukee

Business Author & Self-Employement Coach

Albuquerque, NM, USA

Diana Aqra

Boston Impact Initiative

Denver, CO, USA

Vera Belazelkoska

Managing Director

Jenny Kassan

Opportunity Main Street

Oakland, CA, USA

Timothy Freundlich

Founder & Executive Director, Strategic Development

Boston, MA, USA

Pallavi Pal

New York, NY, USA

Ben Selden

New Haven, CT, USA

Erad Fridman

Co-Founder, CEO at Fluxon

Palo Alto, CA, USA

Eric Grafstrom

Co-founder at ExitGuide: M&A for Main Street

Austin, TX, USA

Phillip Castruita

Foundation for Economic & Social Justice

Los Angeles, CA, USA

Mallika shekhar

Social Media Manager (Strategy and Brand)

Steve Baker

The Great Game of Business

# Open-Book Management

Danny Spitzberg

UX Researcher for a Cooperative Economy

Oakland, CA, USA

Beth Williams

Founder & Lead Financial Planner

Berkeley, CA, USA

# Succession Planning

Rob McClinton

Monrovia, CA, USA

Lindsay Shafer

Praxis Consulting Group

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