Exit Planning
- Day Zero Guide
- Aha Planner
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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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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

Do Not Sell or Share My Personal Information

Talk it through.

Ask me anything

Zolid AI can make mistakes.

Insurance Professionals for Business Transitions

Insurance professionals addressing the risk management needs that arise during ownership transitions — key person coverage, buy-sell funding, repurchase obligation insurance, and post-transaction liability planning.

Bill Black

ERSI Wealth

Founder at Exit Coach Radio

Orange, CA, USA

# Succession Planning

Doug Eisenbrandt

MCA Connect

# M&A# Sustainability Study

Chad Duke

Scott Insurance

# Captive Insurance

Jeffrey S. Gelburd

Murray Insurance

# Fiduciary Liability Insurance# D&O Insurance

Patrick Dixon

Murray Insurance

# Fiduciary Liability Insurance# D&O Insurance

Rachel Bowling

PricewaterhouseCoopers (PWC)

# Fiduciary Liability Insurance

Tyler Crawford

Fullsteam Insurance

# Fiduciary Liability Insurance

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