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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 (opens in a new tab)

No credit card required

Solutions
Explore all solutions
Business Owners

Planning an exit or succession

Advisors

Exit planning tools for your clients

Financial Institutions

Banks, credit unions, CDFIs, wealth advisors

Programs & Institutions

Turnkey ownership solutions at scale

Buyers & Searchers

Evaluating an acquisition

Employees & Managers

Exploring employee ownership at your company

Pricing
Resources
Podcast

Bicycle for the EO Mind

Blog

Thought leadership and insights

FAQs

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Pick the plan that fits you

Owner plan

For owners planning their company’s future

$500a year

About $42 a month

Get the Owner plan
  • What your business is worth, with comparable sales
  • Your projected numbers and what drives value
  • Employee ownership compared with a sale
  • More Zolid AI, shared with your team

Solo plan

Zolid AI for lenders, investors, researchers and advisors

$100a year

About $8 a month

Get the Solo plan
  • More Zolid AI for your deals and research
  • Ask about funds, lenders and advisors on the Grid
  • Your own AI usage in any workspace you join
  • Everything in the Free plan

Free plan

For owners exploring their options

$0

No card needed

Create a free account
  • A 10-minute exit check for your business
  • A full valuation and plan, on a sample business
  • Zolid AI, up to a monthly limit
The Owner, Solo and Free plans compared
FeatureOwner planSolo planFree plan
Who it’s forYour business and your teamLenders, investors, researchers, advisorsAnyone
The Aha Planner
Your business’s value, with comparable salesIncluded–Not included–Not included
Projected financials and value driversIncluded–Not included–Not included
What-if changesIncluded–Not included–Not included
Employee ownership compared with a saleIncluded–Not included–Not included
Fill in from statements or QuickBooksIncluded–Not included–Not included
Download as slidesIncluded–Not included–Not included
Zolid AI
AI usageMore, shared with your teamMore, for youUp to a monthly limit
Your own AI usage in any workspace–Not includedIncluded–Not included
On every plan
The Day Zero Guide exit checkIncludedIncludedIncluded
Join the GridIncludedIncludedIncluded
Invite your team freeIncludedIncludedIncluded

Advisor plan

For exit planners, brokers, CPAs and other advisors

$3,000a year per seat

$250 a month

Get an advisor seat
  • Every client’s valuation and plan, at no cost to them
  • Owners from your link get it right away
  • More Zolid AI, shared with your clients
  • Everything in the free advisor account

Solo plan

Zolid AI for lenders, investors, researchers and advisors

$100a year

About $8 a month

Get the Solo plan
  • More Zolid AI for your deals and research
  • Ask about funds, lenders and advisors on the Grid
  • Your own AI usage in any workspace you join
  • Everything in the Free plan

Free advisor account

For advisors who share Zolidar with clients

$0

No card needed

Create a free advisor account
  • Your exit-check link, with your name or logo
  • See who signs up, and their progress
  • Each owner’s exit check results
The Advisor plan, Solo plan and free advisor account compared
FeatureAdvisor planSolo planFree advisor account
Who it’s forYou and unlimited clientsLenders, investors, researchers, advisorsYou and owners from your link
Your clients
The full Aha Planner, at no cost to themUnlimited clients–Not included–Not included
Owners from your link get it right awayIncluded–Not included–Not included
Each client’s progress, in one listIncluded–Not includedIncluded
Set up or join a client’s workspaceIncluded–Not includedIncluded
Your link
Your exit-check link, with your name or logoIncluded–Not includedIncluded
See who opens it and who signs upIncluded–Not includedIncluded
Zolid AI
AI usageMore, shared with your clientsMore, for youUp to a monthly limit
Your own AI usage in any workspaceIncludedIncluded–Not included
On every plan
The Day Zero Guide exit checkIncludedIncludedIncluded
Join the GridIncludedIncludedIncluded

Program plan

For SBDCs, CDFIs, banks and employee ownership centers

$14,999a year

Paid by invoice

Book a call
  • Your own exit-planning website, with your brand
  • A sign-up link for each campaign
  • One advisor seat, for unlimited owners
  • Each owner’s progress, from check to plan

More advisor seats

Add to your Program plan

$3,000a year each

On the same invoice

Email us to add seats
  • Only for someone who needs their own link
  • Your included seat serves unlimited owners
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Zolidar

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

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

+1 (650) 977-4744·z@zolidar.com

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Do Not Sell or Share My Personal Information

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.

Questions

See all

Plans and billing

1

Why are Zolidar’s paid plans billed once a year?

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 Solo plan is $100 a year.
  • The Owner plan is $500 a year.
  • The Advisor plan is $3,000 a year for each advisor seat.
  • The Program plan is $14,999 a year, paid by invoice.

The monthly figure

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

See every plan on the pricing page.

2

Are there any hidden fees or additional charges for Zolidar?

The price on Zolidar’s pricing page is what you pay each year.

At checkout

  • If you’re new, you create your account first.
  • Checkout shows the total before you pay.
  • Nothing is charged until you confirm.

Your team

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

See every plan on the pricing page.

3

How much Zolid AI comes with each Zolidar plan?

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

  • The Free plan and the free advisor account include Zolid AI up to a monthly limit. Free accounts also share a daily limit.
  • The Solo, Owner, Advisor and Program plans include more AI usage.
  • An Owner plan’s AI usage is shared by everyone in that workspace.
  • An advisor firm’s AI usage is shared by its advisors and the client workspaces they cover.
  • With the Solo plan or an advisor seat, you keep using Zolid AI in any workspace you’re in, even after that workspace’s AI usage runs out.

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.

4

Can I cancel a Zolidar plan, and can I get a refund?

You can cancel a paid Zolidar plan yourself, anytime. Canceling stops it from renewing.

How to cancel

  • For a workspace’s plan, open Plan and billing in that workspace, choose Manage billing, and cancel there.
  • For the Solo plan, open Settings › Billing and choose Manage billing.
  • Or write to z@zolidar.com and ask the Zolidar team to cancel it.

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.

5

Who is Zolidar’s Solo plan for?

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

  • More Zolid AI for your deals and research
  • Ask Zolid AI about funds, lenders and advisors on the Grid
  • Your own AI usage in any workspace you join, so you keep using Zolid AI there even after that workspace’s AI usage runs out
  • Everything in the Free plan

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

Compare plans on the pricing page.

6

What’s the difference between Zolidar’s Owner plan and Advisor plan?

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.

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.

Compare plans on the pricing page.

7

What payment methods does Zolidar accept?

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

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.

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 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.

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.

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:

  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: Fill out the Get in touch form at zolidar.com/contact for general inquiries or feedback. It's also linked at the bottom of most storefront pages.

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.

For owners

1

What does Zolidar’s Owner plan include?

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

  • An estimate of what your business is worth and how it’s worked out, including sales of similar businesses
  • Your projected financials and the numbers that drive your value
  • What-if changes, and how each one moves your value
  • Employee ownership compared with a sale, and what each means for you
  • Filling in your numbers by uploading your statements or connecting QuickBooks
  • Your Aha Planner as slides to share
  • More Zolid AI, shared with your team

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

See the Owners tab on the pricing page.

2

Can an advisor pay for a business owner’s Zolidar plan, and what happens if they stop?

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

  • You sign up through the advisor’s link, with Cover their plan turned on for that link.
  • The advisor adds your business from their Clients list and covers it as they add it.
  • For a client already in their Clients list, the advisor chooses Sponsor a plan.

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.

For advisors

1

What does Zolidar’s Advisor plan include?

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

  • Cover an unlimited number of your clients’ workspaces. Each one you cover has the full Aha Planner at no cost to the client: an estimate of what the business is worth, its projected numbers, and employee ownership compared with a sale.
  • Cover a client as you add them from your Clients list, or choose Sponsor a plan on a client already in it.
  • Turn on Cover their plan for any of your links, so owners who sign up through it get the full Aha Planner right away.
  • Your clients’ teams, and anyone else they invite, work in those workspaces with you.

See your clients

See each client’s progress through the Day Zero Guide and the Aha Planner, in one list.

For you

  • Your own Day Zero Guide link, with your name or logo
  • More Zolid AI, shared with the clients you cover
  • Your own AI usage in any workspace you’re in, even after that workspace’s AI usage runs out

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

See the Advisors tab on the pricing page.

2

How can advisors try Zolidar?

A free advisor account lets you share Zolidar with the owners you work with, at no cost.

What the free advisor account includes

  • Your own Day Zero Guide link, a free exit check for owners, with your name or logo on it
  • Who opens your link and who signs up
  • Each owner’s progress, in one list
  • A place in the workspace of each owner who signs up through your link, so you see their exit check results. Links add you this way unless you turn it off for a link.

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

See the Advisors tab on the pricing page.

For programs

1

What does a branded Zolidar Hub cost, and what's included?

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

  • Your Hub, a branded website at your own web address with the Day Zero Guide
  • Your choice of Grid organizations, people, answers, episodes and reports to show on it
  • A sign-up link for each campaign or event, and who signs up through each
  • Your Hub’s visits in your own Google Analytics or Plausible
  • One advisor seat, which gives an unlimited number of owners the full Aha Planner
  • Each owner’s progress through the Day Zero Guide and the Aha Planner, in one list

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

Book a call from the Programs tab on the pricing page.

2

Can one Zolidar Program plan serve several centers or offices?

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

Book a call from the Programs tab on the pricing page.