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.

Wealth Advisors for Business Owners in Transition

Wealth advisors helping business owners integrate personal financial planning with succession decisions — managing liquidity events, post-sale investment strategy, estate planning, and the wealth transition that accompanies an ownership change.

Justine Juchter

Elegant Profile

Claims & Billing Specialist

Asheboro, NC, USA

# EO Advisor

Louise Nankiinga

Brown Advisory

Baltimore, MD, USA

# EO Advisor

Scott Sernett

Sernett Wealth Management

# EO Taxation

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