Browse detailed profiles, services, and insights from experts helping small and medium businesses plan successful transitions, including exiting through employee ownership.

A branded Zolidar Hub is $12,000 per year, billed annually. It includes a portal on your custom domain, Zolidar's full exit planning toolkit for every member, a curated advisor directory, educational resources, and engagement analytics.
The Zolidar Hub is a turnkey, fully branded business transition resource center that an organization deploys under its own domain. It includes a curated advisor directory, educational resources, Regional Insights data, AI-powered exit planning tools, and engagement analytics — all maintained by Zolidar.
The Zolidar Hub is for programs and institutions — state employee ownership centers, SBDCs, banks and credit unions, associations, and training programs — that want to give their members a branded succession planning portal powered by Zolidar's toolkit.
The Insights tab pulls from Google Data Commons (population, demographics, household income, employment, establishments, poverty) and the U.S. Census Bureau's County Business Patterns (business size distribution by employee count). Every source is cited on the page.
Every member gets the Day Zero Guide (a 5-minute personalized exit assessment), the Aha Planner (instant business valuations and 15-year projections), and Zolid AI (24/7 context-aware answers on succession planning). They also see a curated advisor directory, educational resources, and Regional Insights for local context.
Employee ownership creates transformative wealth for workers. Research shows ESOP participants accumulate a median of $164,000 vs. $17,000 for typical households. Women of color see 160x-1,435x wealth increases. Employee-owned businesses are 21% more likely to survive, grow 2-3% faster, and have <0.3% loan default rates. With 2.9 million businesses facing succession and only 6% of small businesses aware of EO options, expanding employee ownership represents a major opportunity for worker wealth building and community resilience.
Anyone using the Zolidar Hub. Business owners get local context for their transition. Advisors use it in client conversations. Policy makers, government staff, and economic development teams use it for programs, grants, and stakeholder updates. Lenders and partners use it to understand where businesses are concentrated.
CPAs, financial planners, coaches, and transition specialists can sign up on Zolidar to run exit assessments, model financial scenarios, and get AI-powered guidance for client engagements. Advisors who join The Grid and match a region appear in Hub directories automatically — expanding the advisory capacity of the partner's program.
No. A Zolidar Hub is fully configured through a simple settings page — choose your brand colors, domain, and messaging. Zolidar maintains all content, tools, and technology. No development work, content creation, or employee ownership expertise is required from your team.

Category type: Course, Learning Material
Exit options: EOT, ESOP
aka : Employee Stock Ownership Plan
ESOP is a qualified retirement plan that transfer all or a portion of the company's stock into a trust administered on behalf of the employees.
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Category type: Course, Learning Material
Exit options: ESOP

Category type: Course, Learning Material
Exit options: ESOP
aka : Employee Ownership Trust
An Employee Ownership Trust (EOT) is a legal structure where a trust holds company shares for employees' benefit. It gives them a stake in the company, potentially sharing profits and fostering a sense of ownership.
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Category type: Course, Learning Material
Exit options: EOT, ESOP, Financial, Strategic

Category type: Case Study, Eo Story
Exit options: EOT, ESOP

Category type: Course, Learning Material
Exit options: ESOP

Category type: Case Study, Eo Story
Exit options: ESOP

Category type: Case Study, Eo Story
Exit options: Financial

Category type: Case Study, Eo Story
Exit options: ESOP

Category type: Case Study, Eo Story
Exit options: ESOP, Financial
Category type: Course, Learning Material
Exit options: ESOP

Category type: Case Study, Eo Story
Exit options: ESOP

Category type: Case Study, Eo Story
Exit options: EOT, ESOP, Financial
Category type: Course, Learning Material
Exit options: ESOP

Category type: Case Study, Eo Story
Exit options: ESOP, Financial, Strategic

Category type: Course, Learning Material
Exit options: ESOP
aka : Worker Co-operative
Worker cooperatives are businesses owned and governed by their employees. Workers share profits, vote on decisions, and have a say in how the company operates.
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aka : Employee Ownership Advisor
Refers to a business specialist who is experienced with one or more aspects of employee ownership (e.g., valuation, entity selection, taxation, etc.)
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aka : —
Impact investing is about making investments that aim to create positive social or environmental effects while also making financial gains. It involves considering a company's commitment to corporate social responsibility or serving society positively.
Similar : ESG, Microlending/Microfinance
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