Loading…

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

Privacy policy Terms of Service Cookies Acceptable Use Policy

© 2026 Zolidar, Inc. All Rights Reserved.

Jun 2026

Meet Zolid AI

Here to help — Zolid AI can answer questions and provide insights. Free for now, with fair usage limits.

Your conversations are not shared with others. We may review them to improve Zolid AI.

Ask me anything

Zolid AI may provide inaccurate info, so verify responses.

William Roberts, Wealth Manager - Contact and Follow on Zolidar

WR

William Roberts

Wealth Manager

Ask Zolid AI

How do I figure out which path fits my company?What are the motivations of third party buyers?What are the different types of employee ownership?

Grid Curation

This profile hasn't been claimed yet. Once William Roberts joins and starts curating, their activity will appear here.

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Mon

Wed

Fri

Less

More

Organizations

Current

No current organizations listed for William.

Previous

No previous organizations listed for William.

Authored

No authored content listed yet.

Mentions

No mentions listed yet.

Browse The Grid

Professionals by Role

Academic
Attorney
Business Advisor
Business Executive
Business Owner
Business Valuation Expert
Certified Public Accountant (CPA)
Exit Planner
Lender
Registered Investment Advisor (RIA)
View all roles →

Organizations by Type

Academia
Advocacy
Business
Capital Provider
Other
Service Provider
View all types →

Professionals by Location

New York, NY, USA
San Francisco, CA, USA
Los Angeles, CA, USA
Denver, CO, USA
Oakland, CA, USA
Chicago, IL, USA
Boston, MA, USA
Austin, TX, USA
Browse all professionals →