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Products
Day Zero Guide

Compare every exit path

Aha Planner

Valuation, KPIs, and projections

Zolid AI

AI-powered exit planning guidance

Advisors Platform

Grow your exit planning practice

Hub

Branded portal for programs and institutions

Explore Demo

No credit card required

Solutions
Explore all solutions
Business Owners

Planning an exit or succession

Advisors

Exit planning tools for your clients

Programs & Institutions

Turnkey ownership solutions at scale

Buyers & Searchers

Evaluating an acquisition

Employees

Exploring ownership at your company

The Grid

The Grid: Built for the SMB community

The Grid community platform illustration
Explore The Grid

Directories

  • People Directory

    Connect with experts

  • Organizations Directory

    Find supporting organizations

Knowledge Base

  • Wiki Content

    Podcasts and research reports

  • Wiki Answers

    Common questions answered

  • Wiki Glossary

    Terms and definitions

Community

  • Forum

    Community conversations

  • EO Map

    Visual ecosystem map

Pricing
Resources
Podcast

Bicycle for the EO Mind

Blog

Thought leadership and insights

FAQs

Product and platform support

Try our demo

No credit card required

About Us
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Zolid AI is freeGet instant answers to your exit planning questions.Ask me anything.

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Clear pricing, clear path

Subscribe beloworExplore demoorBook a call

For advisors

Advisor Free

Start building your succession planning practice

$0
forever
  • Engage prospects with your free link to Day Zero Guide
  • Answer exit questions instantly with Zolid AI
  • Connect with professionals in The Grid community

Advisor Valuation

Generate unlimited valuations and earn referral income

$3,000
per year
  • Everything in Advisor Free, plus:
  • Unlimited valuations for prospects and clients
  • Market comps and debt capacity analysis
  • Transparent and educational at each step
  • Earn 30% commission when clients upgrade

Advisor Max

Support deeper planning without scaling your time

$8,000
per year
  • Everything in Advisor Valuation, plus:
  • What-If modeling, Exit Options, and KPIs
  • 10 business max seats included
  • Earn 50% commission on client upgrades

For business owners

Business Free

Explore exit options at no cost

$0
forever
  • Compare exit paths based on your goals with Day Zero Guide
  • Collaborate with your team or advisor
  • Pre-built AI prompts with Zolid AI for common exit planning questions

Business Valuation

See what your business is worth

$500
per year
  • Everything in Business Free, plus:
  • One multi-method valuation report
  • Custom AI prompts with Zolid AI for personalized exit planning insights

Business Max

Model scenarios and build your transition plan

$1,000
per year
  • Everything in Business Valuation, plus:
  • Complete valuation with 21 KPIs, financial feasibility of exit options, scenario modeling, and more with Aha Planner
  • Access data on market comps transactions

Add-ons

Hub

A turnkey, branded resource center for your community

$12,000
per year
  • Branded portal with your logo and custom domain
  • Curated service provider directory
  • Educational resources and AI-powered planning tools
  • Engagement analytics and CRM integration

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Zolidar Logo

A California-based company on a mission to grow the wealth of everyday Americans through employee ownership

Products

  • Day Zero Guide
  • Aha Planner
  • Zolid AI
  • Advisors Platform
  • Hub

Solutions

  • For Business Owners
  • For Employees & Teams
  • For Buyers & Searchers
  • For Advisors
  • For Programs & Institutions

Grid & Resources

  • The Grid
  • Browse Professionals
  • Browse Organizations
  • EO Market Map
  • Blog
  • Podcast
  • FAQs

Company

  • About Us
  • Careers
  • Pricing
  • Contact

700 El Camino Real, Suite 120, #1393 · Menlo Park, CA 94025

+1 (650) 977-4744·z@zolidar.com
Privacy PolicyTerms of ServiceCookiesAcceptable Use

Zolidar is not a registered investment adviser or registered broker-dealer and does not provide investment recommendations or advice of any kind. Any materials provided are solely for informational purposes and should not be construed as an offer to sell or the solicitation of an offer to buy any securities, or participate in any investment, nor as intended to provide, and should not be relied on for, investment, tax, financial, accounting, legal, regulatory or compliance advice. The opinions and analysis contained in any materials provided may be based on published and non-published sources prepared by unrelated third parties. While such sources are believed to be reliable and written in good faith, they have not been independently verified and no representation or warranty, expressed or implied, is made as to the accuracy, completeness, or timeliness of such information. Except where otherwise indicated, any materials provided are based on information in existence as of the date of preparation, and not as of any future date, and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Prior to making a financial decision, you should (i) conduct your own investigation and analysis, (ii) carefully consider risk factors, objectives and strategy, fees and expenses, and any tax consequences, and (iii) consult with your own investment, tax, financial, accounting, and legal advisors. You should ensure that you have the financial capacity for any decisions that you make. Neither the U.S. Securities and Exchange Commission nor any state securities commission or federal or state regulatory authority has recommended or reviewed or approved the accuracy or completeness of any of the information or materials provided through Zolidar.

© 2026 Zolidar, Inc. All Rights Reserved.

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Frequently asked questions

See all
1

Does Zolidar offer free access?

Yes! Zolid AI is currently available for free to all users to try for a limited time (fair usage limits apply). We also have free plans for both business owners and advisors.

Business Free gives you the Day Zero Guide to compare your exit options, access to Zolid AI for instant answers, tools to collaborate with your advisor, and access to The Grid community.

Advisor Free includes a multi-client dashboard, collaboration features, and access to The Grid community.

Want deeper financial analysis and valuation tools? Upgrade to our paid plans starting at $500/year for business owners and $3,000/year for advisors.

2

Are there any hidden fees or additional charges for Zolidar?

No, all costs are transparent. The price you see is the price you pay—-no extra fees or hidden charges.

3

What's included in Zolidar's paid plans?

Our paid plans cover full access to Zolidar, including the Aha Planner, Zolid AI, and any updates to these features during the paid period. It also includes ongoing support and the opportunity to provide feedback that could be incorporated into these features.

4

Can I change or cancel my Zolidar plan?

Yes. You can upgrade or downgrade anytime.

You can also cancel anytime–no questions asked, no forms to fill out. We offer no-hassle cancellations and full refund if you are not satisfied for any reason. You'll keep full access through the end of your paid period, and your data is securely saved so if you upgrade again in the future, all your reports will be right there waiting for you.

5

What payment methods does Zolidar accept?

We accept all major credit cards, and payment is processed securely.

6

Does Zolidar offer discounts for business owners or advisors?

For Business Owners: If cost is the only barrier preventing you from exploring employee ownership, you can apply for a fee waiver. We review each request individually & completing this form does not guarantee a fee waiver.

7

Are there limits to how much I can use Zolidar's tools?

Yes. While we provide generous access to tools like and the , we may temporarily limit access if usage significantly exceeds normal patterns. This helps us maintain reliable service for all customers. While our tools support exit planning and employee ownership decisions, they don't replace professional financial or legal advice. For complete details about our data practices and terms, you can review our and .

8

How does Zolidar ensure data privacy?

We take your privacy seriously. Any information you share with us is stored securely and used only to support your experience on Zolidar. We never sell your data, and we won't share it with third parties unless you explicitly give us permission. Your information stays private unless you decide to share it.

When using Zolidar's AI tools, your data remains confidential. Zolidar uses secure APIs from trusted providers like Google, OpenAI and Anthropic, who do not store your information or use it to train their models. We never share your data with consumer-facing tools, and our use is fully compliant with their privacy policies. You're in control, and your data is protected.

9

Can I talk to a real person for help with employee ownership, exit planning, or Zolidar products?

Yes! You can talk to real people for help. Here's how:

Contact Zolidar

Our team is here to help with technical support, product questions, employee ownership guidance, and exit planning. We can point you in the right direction and help you get started.

Ways to reach us:

For Advisors: Earn referral commission when your clients purchase Business Max. Advisor Basic earns up to 15% per referral, and Advisor Premium earns up to 30%.

Zolid AI
Aha Planner
Privacy Policy
Terms of Service

You can read more in our Privacy Policy and Terms of Service. If you have specific questions, you can reach us through our contact form.

  1. Book a Call: https://calendly.com/sk-zolidar-euea/zolidar-demo?hide_gdpr_banner=1 to speak directly with our team about employee ownership options, get a product demo, or discuss how Zolidar can help with your exit planning needs.
  2. Phone: +1 (650) 977-4744 - Calls go to voicemail, and we'll return your call. Please leave a detailed message with your name, contact information, and what you'd like to discuss.
  3. Contact Form: Use the "Get in Touch" form at the bottom of most pages for general inquiries or feedback.

We can help with:

  1. Technical support and product questions
  2. Guidance on using Zolidar's tools (Day Zero Guide, Aha Planner, Zolid AI)
  3. General information about employee ownership and exit planning
  4. Product demos and onboarding help
  5. Connecting you with the right resources for your situation

Or Connect with Professionals in The Grid

If you want to explore working with advisors on your own, The Grid https://zolidar.com/grid is our community directory of professionals who specialize in employee ownership and business succession planning. You can browse profiles, search by expertise or location, and reach out to professionals directly.

Note: While Zolid AI can answer many questions immediately, it's an AI assistant, not a real person. For personalized guidance or complex situations, we recommend starting with our team—we can help determine the best path forward for your needs.