For financial institutions
A connected exit-planning and banking journey
Engage business owners before they exit. Grow loans, deposits, and new accounts, while earning CRA credit through community development.
The Hub is built for a business owner’s biggest decision in life
A turnkey AI platform that adapts to your brand, connecting your business customers to the tools, advisors, and answers they need for a successful exit.
Your brand, your domain
Match business owners to banking products
Counts as community development activity
Live in 30 minutes
Built for the institutions serving Main Street
Community banks
Your largest book is business banking. Engage owners before they exit, so your loans, deposits, and accounts stay with you.
Credit unions
Protect the businesses that employ your members. Attract new business accounts when owners plan their succession.
CDFIs
Preserve local businesses and the jobs they support. Build community wealth through employee ownership transitions.
Larger banks
Plug succession into your business banking and wealth practices. Grow accounts and deposits while earning CRA credit.
Wealth advisory firms
Be the advisor your clients trust through their largest liquidity event. Manage what comes next, or lose the relationship to someone who will.
Built into every Hub
Branded platform
Your logo, your colors, your domain. Configurable in minutes.
Pipeline visibility
See which commercial customers are exit-ready, and which banking products fit each one.
Advisor network
Exit specialists and expert advisors available to business owners when they need them.
Day Zero Guide
A guided assessment that surfaces every exit path for your customer.
Aha Planner
Multi-method business valuation with financial analysis and exit scenario modeling.
Zolid AI
An AI copilot trained on business succession that grounds itself in each owner's actual data.
In Good Company
Sonali Kothari
Cofounder & COO, Zolidar