Your Valuation
Your Options
Your Next Move

Aha Planner gives advisors a powerful, centralized tool to guide business owners through complex exit decisions. You can easily generate valuations, compare exit options, and model custom scenarios—all tailored to each of your client's financials.

It helps you lead more strategic conversations, backed by clear, data-driven insights. Whether you're preparing for a client meeting or exploring "what if" paths together, Aha Planner saves time, builds trust, and supports better outcomes.

We provide comprehensive training resources, best practices guides, and ongoing support to help you maximize the platform's value in your client work.

Through The Grid, our free professional community, you can:

• Network and build your reputation – Showcase your expertise and connect with other professionals in the EO space
• Connect with business owners – Find clients ready for EO transitions and expand your practice
• Access curated resources – Thoughtfully organized information on employee ownership, exit planning, and industry best practices
• Share insights – Contribute your expertise and learn from other experienced practitioners

Additional support includes:

• Platform training and best practices guides
• Ongoing customer support for technical questions
• Regular updates on new features and capabilities

Contact us for personalized training sessions or specific questions about maximizing Zolidar's value for your advisory practice.

Yes! Advisor Premium is designed for professionals who support multiple clients. You can manage all your clients from one dashboard, create dedicated reports, invite users, and collaborate with teammates and clients—seamlessly. Sign up for Advisor Premium or book a demo to see it in action.

• QuickBooks Integration: Connect your account for automatic data import
• File Upload: Upload financial statements from other accounting systems
• Manual Entry: Input key financial figures directly into our guided forms

Your report generates instantly after data entry—no weeks-long wait like traditional services.

For business owners, our Business Max plan is $1,000/year and includes full Aha Planner access with guided support, complete reports, and expert consultation.

For advisors, our Advisor Premium plan is $3,000/year and provides unlimited client accounts, advanced analytics, and enhanced commission structure.

We also offer entry-level plans starting at $500/year for business owners. Fee waivers are available at Zolidar's discretion. Apply for a fee waiver.

For complete pricing details and plan comparisons, visit our Pricing page.

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.

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 recommend starting with the free Day Zero Guide to explore your exit options. Then dive deeper with the Aha Planner to understand your business valuation and assess the financial viability of each exit option.

You can also connect with other business owners and advisors in The Grid for additional support and community insights.

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: 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.