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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

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

The Grid

The Grid: Built for the SMB community

The Grid community platform illustration
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Directory

  • People

    Connect with experts

  • Organizations

    Find supporting organizations

Wiki

  • Content

    Podcasts and research reports

  • Answers

    Common questions answered

  • Glossary

    Terms and definitions

Community

  • Forum

    Community conversations

  • EO Market Map

    Visual ecosystem map

Pricing
Resources
Podcast

Bicycle for the EO Mind

Blog

Thought leadership and insights

FAQs

Product and platform support

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Turning every exit into opportunity

Solutions for every stakeholder
Business Owners — Planning your next chapter?
Business Owners

Planning your next chapter?

Zolidar lays out every exit path side by side so you can compare employee ownership, financial sale, and strategic sale in one place.

1

Day Zero Guide

Compare three exit paths side by side

Start free
2

Aha Planner

Run valuations and financial projections

Try the demo
3

Zolid AI

Ask questions about your specific situation

Ask a question
1

Day Zero Guide

Compare three exit paths side by side

Start free
2

Aha Planner

Run valuations and financial projections

Try the demo
3

Zolid AI

Ask questions about your specific situation

Ask a question

Don't have an advisor yet? Find one on the Grid. Browse advisors →

Advisors — Bring exit planning tools to your clients
Advisors

Bring exit planning tools to your clients

Whether you're a CPA, attorney, or wealth advisor, Zolidar equips you to guide business owners through every exit path with data, not guesswork.

1

Advisors Platform

Manage clients, track engagements, and run unlimited analyses.

See the platform
2

The Grid

Create your profile, connect with the community, and curate information so business owners can discover you.

Join the Grid
3

Exit Planning Toolkit

Day Zero Guide, Aha Planner, and Zolid AI for assessments, valuations, and AI guidance.

Explore the tools
1

Advisors Platform

Manage clients, track engagements, and run unlimited analyses.

See the platform
2

The Grid

Create your profile, connect with the community, and curate information so business owners can discover you.

Join the Grid
3

Exit Planning Toolkit

Day Zero Guide, Aha Planner, and Zolid AI for assessments, valuations, and AI guidance.

Explore the tools
Programs & Institutions — Bring succession planning to your community
Programs & Institutions

Bring succession planning to your community

Deploy a turnkey succession planning platform that drives engagement, retains members, and delivers measurable outcomes for your community.

1

The Hub

A turnkey portal with assessments, valuations, education, and advisor matching built in.

Try the demo
2

Directory & Resources

Give your community access to vetted advisors, curated knowledge, and peer connections.

Explore the Grid
3

Exit Planning Toolkit

Day Zero Guide, Aha Planner, and Zolid AI available to every member for self-service planning.

See the tools
1

The Hub

A turnkey portal with assessments, valuations, education, and advisor matching built in.

Try the demo
2

Directory & Resources

Give your community access to vetted advisors, curated knowledge, and peer connections.

Explore the Grid
3

Exit Planning Toolkit

Day Zero Guide, Aha Planner, and Zolid AI available to every member for self-service planning.

See the tools

Who this is for

State & Regional Centers

Preserve local businesses, protect jobs, and build community wealth with a succession planning initiative.

Place-Based Campaigns

Launch a turnkey portal for your city or county to address the local business succession gap.

Banks, Credit Unions & CDFIs

Deepen relationships with business customers by helping owners plan their transition years before it becomes urgent.

Learn more →

Fintech & Corporate

Embed succession planning into your platform, workforce programs, or vendor network to strengthen supply chain resilience.

Learn more →

Buyer & Searcher Training Programs

Equip your cohort with professional-grade valuation and deal analysis tools from day one.

Buyers & Searchers — Evaluate your next acquisition
Buyers & Searchers

Evaluate your next acquisition

Zolidar gives you valuation tools, deal structure research, and ecosystem connections to assess opportunities with rigor.

1

Aha Planner

Run multi-method valuations and financial projections on any target.

Start a valuation
2

The Grid

Find advisors, capital providers, and EO practitioners across the ecosystem.

Explore the ecosystem
3

Zolid AI

Research deal structures, financing options, and employee ownership dynamics.

Ask a question
1

Aha Planner

Run multi-method valuations and financial projections on any target.

Start a valuation
2

The Grid

Find advisors, capital providers, and EO practitioners across the ecosystem.

Explore the ecosystem
3

Zolid AI

Research deal structures, financing options, and employee ownership dynamics.

Ask a question

Running a search fund or training program? The Hub gives your cohort access to these tools. Programs & Institutions →

Employees & Managers — Could employee ownership work at your company?
Employees & Managers

Could employee ownership work at your company?

Whether you're on the floor or leading a team, Zolidar helps you learn about employee ownership, prepare your case, and start the conversation with your owner.

1

The Grid

Explore case studies, connect with EO advisors, and learn from other employee-owned companies.

Start exploring
2

Zolid AI

Get plain-language answers about EO structures, financing, and what transitions look like.

Ask a question
3

Day Zero Guide

Share this free assessment with your owner or leadership team. It compares exit paths objectively, no sales pitch.

Share with your owner
1

The Grid

Explore case studies, connect with EO advisors, and learn from other employee-owned companies.

Start exploring
2

Zolid AI

Get plain-language answers about EO structures, financing, and what transitions look like.

Ask a question
3

Day Zero Guide

Share this free assessment with your owner or leadership team. It compares exit paths objectively, no sales pitch.

Share with your owner

Are you the business owner? Start with your own assessment. Business Owners →

Diverse group of professionals networking at an employee ownership community event

The Grid connects everyone.

A free community platform where business owners, advisors, employees, and institutions share knowledge, discover each other, and access the EO ecosystem.

Explore The Grid

Ready to get started?

Whether you're a business owner, advisor, or program leader, Zolidar has the tools to help you plan and execute with clarity.

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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 Advisors
  • For Financial Institutions
  • For Programs & Institutions
  • For Employees & Managers
  • For Buyers & Searchers

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
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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.

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