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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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Matt Dennison

# Investment Bank

Bina Smith

Palmer-Donavin Holdings

# EO Communication

Nelson Parrish, II

Praxis Consulting Group

# Succession Planning

Kathleen Mcinerney Kane

Praxis Consulting Group

# Succession Planning

Tom Strong

National Fund for Workforce Solutions

Director of Employer Activation at National Fund for Workforce Solutions

Atlanta, GA, USA

# Workforce Development

John Warrillow

The Value Builder System

# Succession Planning# M&A

Jay Goltz

Derek Peebles

Designed Learning

# Servant Leadership

Jess Helvik

First International Bank & Trust

# Investment Bank

Jerry Rioux

Santa Maria, CA, USA

Jonathan Mann

Hartford, CT, USA

Jeff Kim

The California Wellness Foundation

Eric Leenson

Berkeley, CA, USA

Sharon Senko

Asian Pacific Islander Small Business Collaborative

Los Angeles, CA, USA

Denise Tugade

SEIU-United Healthcare Workers (UHW)

Laura Roark

Marco Cooperative

Bellingham, WA, USA

Rodney Foxworth

Anja Simic

# EO Communication

Lucas Pelner

# Executive Compensation

Micah Johnson

Raphah Institute

Nashville, TN, USA

Rebeca Rangel at Y

Y & H Soda Foundation

San Francisco, CA, USA

Meltem Kuran Berkowitz

# Growth Potential

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