• Zolidar Logo
  • Exit Planning Tools

    • Day Zero Guide
    • Aha Planner
  • Community

    • The Grid
Zolidar Logo

A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

FacebookInstagramXYouTubeLinkedIn
Privacy policyTerms of ServiceCookiesAcceptable Use Policy
Β© 2026 Zolidar, Inc. All Rights Reserved.

πŸ‘‹ Meet Zolid AI

Here to support your company's exit journey β€” 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.


Zolid AI may provide inaccurate info, so verify responses.

Wiki Content in The Grid

AllAnswersGlossary termsContent

Podcasts, Webinars, and Videos on Employee Ownership & Exit Planning

The Grid Wiki offers summaries of podcasts, webinars, and videos on employee ownership, exit planning, M&A, accounting, and SMB transactions.

Join The Grid

EP16 - Interview with Brandon Ernstes ESOP insurance expert with Houchens Insurance, Nashville TN

Category type: β€”

Exit options: β€”

Ep3 - Management Transition Planning - The continuum part 2

Category type: β€”

Exit options: β€”

Jamie Leno Zimron - Stress Less / Prosper More: Effortless Power for Unprecedented Success! (A3118)

Jamie Leno Zimron - Stress Less / Prosper More: Effortless Power for Unprecedented Success! (A3118)

Category type: β€”

Exit options: β€”

EP34 - Interview with John Burgess - debut of FLCEO new non-profit in Florida to help ESOPs

Category type: β€”

Exit options: β€”

Michael Loftus completed 3 Landscaping Acquisitions E:65 Top M&A Entrepreneurs

Michael Loftus completed 3 Landscaping Acquisitions E:65 Top M&A Entrepreneurs

Category type: β€”

Exit options: β€”

EP10 - Interview with Nick Francia with UBS regarding the 1042 transaction.

Category type: β€”

Exit options: β€”

45 Acquisitions & Global Citizen Sebastian Amieva Top M&A Entrepreneur E:45

45 Acquisitions & Global Citizen Sebastian Amieva Top M&A Entrepreneur E:45

Category type: β€”

Exit options: β€”

EP49 - Interview with Renee Lewis - ESOP attorney with Holland & Knight from Chicago, IL

Category type: β€”

Exit options: β€”

Workers to Owners: The Story of A Child’s Place

Workers to Owners: The Story of A Child’s Place

Category type: Case Study, EO Story

Exit options: Worker Coop

EP15 - Taken- selecting the right advisor for your ESOP.

Category type: β€”

Exit options: β€”

EP13 - Interview with Commercial Banker - David Stahl from Hillcrest Bank, Salt Lake City, UT - PPP loan process

Category type: β€”

Exit options: β€”

300+ Acquisitions 23 Industries, $47B in value E: 26 Carl Allen Top M&A Entrepreneurs

300+ Acquisitions 23 Industries, $47B in value E: 26 Carl Allen Top M&A Entrepreneurs

Category type: β€”

Exit options: β€”

EP 41 - What is one thing you would do as President? Strategic Planning for companies going ESOP

Category type: β€”

Exit options: β€”

EP28 - Breakfast Club - The Importance of Culture for an ESOP

Category type: β€”

Exit options: β€”

Steve Klein - Sell When You See the Whites of Their Eyes

Steve Klein - Sell When You See the Whites of Their Eyes

Category type: β€”

Exit options: β€”

EP20 - Forrest Gump versus John D. Rockefeller - leveraging successful business habits for your ESOP.

Category type: β€”

Exit options: β€”

EP21 - Interview with ESOP attorney - David Joffe - partial ESOPs

Category type: β€”

Exit options: β€”

E:29 Adam Coffey CoolSys CEO - bought & sold 100 companies in 20 years - aggregate value $5 Billion

E:29 Adam Coffey CoolSys CEO - bought & sold 100 companies in 20 years - aggregate value $5 Billion

Category type: β€”

Exit options: β€”

EP28 - Godfather - ESOP plan design - planning for the deal you cannot refuse...

Category type: β€”

Exit options: β€”

Involved in 7 Acquisitions - (9 Figures) Integration, E:49 Jack Stack Top M&A Entrepreneurs

Involved in 7 Acquisitions - (9 Figures) Integration, E:49 Jack Stack Top M&A Entrepreneurs

Category type: β€”

Exit options: β€”

EP50 - Fast Car - Emotional Issues Related To Selling Your Business To An ESOP.

Category type: β€”

Exit options: β€”

EP32 - Anatomy of an ESOP Transaction - recorded negotiation case study with Miguel Paredes (trustee) and Peter Aliferis (advisor)

Category type: β€”

Exit options: β€”

EP9 - Braveheart - Control vs. Non-Control affecting your ESOP transaction.

Category type: β€”

Exit options: β€”

EP25 - Interview with Greg Daugherty - ESOP Attorney, Columbus OH

Category type: β€”

Exit options: β€”

EP35 - Bill and Ted - Face The Music of 409(p)

Category type: β€”

Exit options: β€”

E:30 Top M&A Entrepreneurs - Michael Bereslavsky - over 300 Deals /on his 3rd investment fund

E:30 Top M&A Entrepreneurs - Michael Bereslavsky - over 300 Deals /on his 3rd investment fund

Category type: β€”

Exit options: β€”

EP1 - Any Given Sunday - Competitive Analysis

Category type: β€”

Exit options: β€”

EP24 - IRON MAN - Dealing with Difficult Leadership Decisions for your ESOP

Category type: β€”

Exit options: β€”

HoldCoConf 2022 ALFREDO GARCIA - DEAL SOURCING TOOLKIT

HoldCoConf 2022 ALFREDO GARCIA - DEAL SOURCING TOOLKIT

Category type: Course, Learning Material

Exit options: ESOP, EOT, Worker Coop, Financial, Strategic

Searcher to CEO and Exit to Search Fund Investor, Steve Divitkos Top M&A Entrepreneurs

Searcher to CEO and Exit to Search Fund Investor, Steve Divitkos Top M&A Entrepreneurs

Category type: β€”

Exit options: β€”

Showing 691 to 720 of 1,404 results

Previous1...232425...47Next