For owners planning their company’s future
$500a year
About $42 a month
Zolid AI for lenders, investors, researchers and advisors
$100a year
About $8 a month
For owners exploring their options
$0
No card needed
| Feature | Owner plan | Solo plan | Free plan |
|---|---|---|---|
| Who it’s for | Your business and your team | Lenders, investors, researchers, advisors | Anyone |
| The Aha Planner | |||
| Your business’s value, with comparable sales | Included | Not included | Not included |
| Projected financials and value drivers | Included | Not included | Not included |
| What-if changes | Included | Not included | Not included |
| Employee ownership compared with a sale | Included | Not included | Not included |
| Fill in from statements or QuickBooks | Included | Not included | Not included |
| Download as slides | Included | Not included | Not included |
| Zolid AI | |||
| AI usage | More, shared with your team | More, for you | Up to a monthly limit |
| Your own AI usage in any workspace | Not included | Included | Not included |
| On every plan | |||
| The Day Zero Guide exit check | Included | Included | Included |
| Join the Grid | Included | Included | Included |
| Invite your team free | Included | Included | Included |
For exit planners, brokers, CPAs and other advisors
$3,000a year per seat
$250 a month
Zolid AI for lenders, investors, researchers and advisors
$100a year
About $8 a month
For advisors who share Zolidar with clients
$0
No card needed
| Feature | Advisor plan | Solo plan | Free advisor account |
|---|---|---|---|
| Who it’s for | You and unlimited clients | Lenders, investors, researchers, advisors | You and owners from your link |
| Your clients | |||
| The full Aha Planner, at no cost to them | Unlimited clients | Not included | Not included |
| Owners from your link get it right away | Included | Not included | Not included |
| Each client’s progress, in one list | Included | Not included | Included |
| Set up or join a client’s workspace | Included | Not included | Included |
| Your link | |||
| Your exit-check link, with your name or logo | Included | Not included | Included |
| See who opens it and who signs up | Included | Not included | Included |
| Zolid AI | |||
| AI usage | More, shared with your clients | More, for you | Up to a monthly limit |
| Your own AI usage in any workspace | Included | Included | Not included |
| On every plan | |||
| The Day Zero Guide exit check | Included | Included | Included |
| Join the Grid | Included | Included | Included |
For SBDCs, CDFIs, banks and employee ownership centers
$14,999a year
Paid by invoice
Add to your Program plan
$3,000a year each
On the same invoice
Zolidar bills each paid plan once a year. Planning a succession or a sale takes months, and a yearly plan keeps your tools in place for the whole stretch.
What each plan costs
The price on Zolidar’s pricing page is what you pay each year.
At checkout
Your team
Every Zolidar plan includes Zolid AI, the thinking partner you use to talk through your Day Zero Guide, your Aha Planner numbers and the Grid’s knowledge.
How it differs by plan
You can cancel a paid Zolidar plan yourself, anytime. Canceling stops it from renewing.
How to cancel
The Solo plan is for one person whose work touches business sales or employee ownership. That includes lenders, investors, fund managers, researchers and policy makers, and advisors who don’t need an advisor seat.
What you get
The Owner plan ($500 a year) belongs to one business’s workspace. It gives that business the full Aha Planner on its own numbers, and everyone the business invites works in it.
The Advisor plan ($3,000 a year for each advisor seat) belongs to an advisor. It gives each client workspace the advisor covers the full Aha Planner at no cost to the client, with no limit on how many. It also gives the advisor their own Day Zero Guide link and one list of every client’s progress.
You pay for the Solo and Owner plans by card at checkout. Stripe processes the payment.
Advisor seats
When you buy advisor seats, you can pay by card or from a US bank account.
Paying by invoice
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 share it only as our Privacy Policy describes. Your information stays private unless you decide to share it.
When using Zolidar's AI tools, your data remains confidential. Zolid AI runs on Anthropic’s Claude models, and the AI models behind it don’t train on your chats. We never share your data with consumer-facing tools. You're in control, and your data is protected.
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:
The pricing page shows what the Solo, Owner and Advisor plans work out to each month, to help you compare. You’re charged the yearly price, never monthly.
Renewal
Each paid plan renews automatically every year. You can cancel anytime before then, and you won’t be charged again. A workspace’s plan is canceled from Plan and billing, and the Solo plan from Settings › Billing.
Where to look
People you invite to your workspace don’t add to the price.
Programs
The Program plan is paid by invoice. Added advisor seats go on the same invoice.
Where to look
When AI usage runs out
Zolid AI shows published answers from the Grid until that AI usage renews, or until the next day for the daily limit. Nothing is charged for going past it.
Getting more
There’s no pay-as-you-go. For more AI usage, choose the plan that fits you at zolidar.com/pricing.
After you cancel
The plan stays active until the end of the year you paid for, and its billing page shows the day it ends. Nothing more is charged. If you change your mind, choose Keep on that plan before the day it ends.
Refunds
If you’re unhappy with a purchase, write to z@zolidar.com with your workspace name and what happened. Zolidar looks at each refund request case by case. A duplicate charge for the same plan is refunded in full.
Changing plans
Each plan is bought on its own. To switch, buy the plan you want at zolidar.com/pricing, then cancel the one you no longer need. For help switching, write to z@zolidar.com.
Programs
The Program plan is paid by invoice, a year at a time. To change or end it, write to z@zolidar.com before the next invoice.
What it doesn’t do
The Solo plan doesn’t value or plan a business on its own numbers, and it doesn’t give clients’ workspaces the full Aha Planner. A business owner planning their company’s future wants the Owner plan. An advisor with clients wants an advisor seat.
Where you manage it
The Solo plan belongs to you, not to a workspace. You manage it from Settings › Billing.
Where to look
Free versions of each
The Free plan is for a business exploring its options. The free advisor account is for an advisor who shares Zolidar with clients.
What a person can do inside a workspace also depends on their role there, such as Viewer or Editor. A role and a plan are set separately.
The Program plan is paid by invoice, and an invoice can be paid by card or from a US bank account. If your organization needs to pay another plan by invoice, contact the Zolidar team.
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.
We can help with:
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.
The Owner plan is for business owners planning their company’s future, through to the exit. It costs $500 a year and covers your business’s workspace and everyone you invite.
What you get
Is it an appraisal?
No. It’s an estimate to plan with. An ESOP needs an independent appraisal, and a buyer or lender may ask for one too.
Who can buy it
An owner or admin of your business’s workspace on Zolidar.
Where to look
Many business owners plan with an advisor, such as an exit planner, broker or CPA. An advisor with a Zolidar advisor seat can cover your business’s workspace. While they do, it has the Owner plan, with the full Aha Planner, at no cost to you, and your team keeps working in it with you.
How an advisor covers a workspace
If your advisor doesn’t have a seat yet, send them the Advisors tab on the pricing page.
If the advisor stops
The Owner plan stays until its renewal date. Then it renews and is charged if your workspace has a card on file. Without one, the workspace moves to the Free plan, and your work stays in it.
Paying for it yourself
Once coverage ends, an owner or admin of your workspace can buy the Owner plan, $500 a year, from the Owners tab on the pricing page.
The Advisor plan is for exit planners, business coaches, brokers, CPAs, attorneys and employee ownership consultants who advise business owners. Each advisor seat is for one named person and costs $3,000 a year.
Cover your clients
See your clients
See each client’s progress through the Day Zero Guide and the Aha Planner, in one list.
For you
What one seat is worth
One seat costs the same as six Owner plans, and it covers an unlimited number of clients.
When AI usage runs out
Zolid AI shows published answers from the Grid until that AI usage renews. Nothing more is charged.
Where to look
A free advisor account lets you share Zolidar with the owners you work with, at no cost.
What the free advisor account includes
See the full Aha Planner first
The Zolidar demo opens a sample business with its numbers filled in. You sign in with your email. There’s no card and no data to enter.
What needs an advisor seat
Giving clients the full Aha Planner needs an advisor seat, $3,000 a year, which covers an unlimited number of clients.
Where to look
The Program plan is for organizations that help owners sell their business or move it to employee ownership. It’s built for small business development centers (SBDCs), CDFIs, banks and credit unions, counties, trade groups and employee ownership centers. It costs $14,999 a year, paid by invoice.
What you get
What you can add
More advisor seats, $3,000 a year each, for someone else who needs their own link for owners. Your included seat already covers an unlimited number of owners. Added seats go on the same invoice.
Where to look
A Zolidar Program plan includes one Hub. Each Hub has its own branded website, web address and list of the owners who sign up through it, which keeps each program’s owners and results apart.
For several centers or offices
Each center that needs its own Hub needs its own Program plan. Each is paid by invoice, a year at a time.
Growing one program
One program can add more advisor seats for $3,000 a year each, on the same invoice.
Where to look