• Zolidar Logo

  • Exit Planning Tools

    • Day Zero Guide
    • Aha Planner

  • Community

    • The Grid
      • Directory
      • Wiki
      • Forum
      • EO Map
      • Profile
Zolidar Logo

A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

FacebookInstagramXYouTubeLinkedIn
Privacy policyTerms of ServiceCookiesAcceptable Use Policy
© 2026 Zolidar, Inc. All Rights Reserved.

👋 Meet Zolid AI

Here to support your company's exit journey — Zolid AI can answer questions and provide insights. Free for now, with fair usage limits.

Your conversations are not shared with others. We may review them to improve Zolid AI.

Zolid AI may provide inaccurate info, so verify responses.

AllAnswersGlossary termsContent

Discover Experts and Support for Your Business Transition

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

Join The Grid

EO Fiduciary

aka : Employee Ownership Fiduciary

Anyone who makes decisions for the plan (whether ESOP or EOT), causes someone to make a decision about the plan, or, in some cases, provides advice to someone making decisions about the plan

Similar : —

Employee Ownership Center

aka : EOC, CEO, Center of Employee Ownership

Employee Ownership Centers (also called Centers of Employee Ownership) are state-based centers that provide technical assistance, and advocacy for EO, and belong to a national network called EOX (Employee Ownership Expansion Network)

Similar : —

Governance Rights

aka : —

The types of decisions which corporate governors (directors) may make on behalf of owners such as officer appointments, executive compensation, and dividend policy, or call for certain social or environmental concerns to be prioritized.

Similar : Operational Rights, Board of Directors

Innovation

aka : —

An idea, practice, or material artifact perceived as new by the relevant unit of adoption, e.g., a company

Similar : —

Fiduciary Liability Insurance

aka : —

Fiduciary liability insurance protects an organization's fiduciaries (such as directors, officers, and trustees) against claims made by employees or other stakeholders for alleged breaches of fiduciary duty.

Similar : D&O Insurance

Broad-based Employee Ownership

aka : —

Broad-based employee ownership gives all employees who meet basic criteria the opportunity to become employee-owners.

Similar : —

How to Create an ESOP Distribution Policy Documenting Timing, Form, & Method for ESOP Participant Distributions

Category type: Research Publication

Exit options: ESOP

Cooperative Equity and Ownership: An Introduction

Category type: Research Publication

Exit options: —

A Business Owner's Legal Guide to Cooperative Conversion Including Conversion Models, Case Studies and Sample Documents

Category type: Research Publication

Exit options: —

ESOPs and 401(k)s

Category type: Course, Learning Material

Exit options: ESOP

EO Month Trivia Quiz from NCEO

Category type: Course, Learning Material

Exit options: ESOP

ESOP Nuts and Bolts

Category type: Course, Learning Material

Exit options: ESOP

Advancing Employee Ownership Through City Policy

Advancing Employee Ownership Through City Policy

Category type: Act, Bill, Law, Policy, Regulation

Exit options: EOT, ESOP, Worker Coop

Retaining Rural Businesses through Conversion to Employee Ownership

Retaining Rural Businesses through Conversion to Employee Ownership

Category type: Advocacy Article Or Report, Research Publication, Survey Report

Exit options: EOT, ESOP, Financial, Strategic, Worker Coop

EP5 - Secure Act 2.0 - How Does This New Legislation Affect ESOPs - Interview with John Burgess

Category type: —

Exit options: —

Curt Mercadante - Does Your Brand Have Authority?

Curt Mercadante - Does Your Brand Have Authority?

Category type: —

Exit options: —

Mike Carter - Making Business Valuation Accessible & Affordable (K0617)

Mike Carter - Making Business Valuation Accessible & Affordable (K0617)

Category type: —

Exit options: —

Networks of opportunity: Social capital and economic mobility

Networks of opportunity: Social capital and economic mobility

Category type: Course, Learning Material

Exit options: EOT, ESOP, Financial, Strategic, Worker Coop

EP1 - (Season 3) Life of Pi - 2021 Year in Review

Category type: —

Exit options: —

Skip Weisman - How Communication is Killing Company Profits in Small Businesses (E1618)

Skip Weisman - How Communication is Killing Company Profits in Small Businesses (E1618)

Category type: —

Exit options: —

David C Baker - Doing What Works

David C Baker - Doing What Works

Category type: —

Exit options: —

Unleashing an Ownership Economy: The Role of Government Agencies

Unleashing an Ownership Economy: The Role of Government Agencies

Category type: Course, Learning Material

Exit options: EOT, ESOP, Worker Coop

Foundations of Workplace Democracy Web Series: Co-op Structure and Decision Making

Foundations of Workplace Democracy Web Series: Co-op Structure and Decision Making

Category type: Course, Learning Material

Exit options: Worker Coop

Zingerman's Perpetual Purpose Trust: A Radical Model for Succession Planning

Zingerman's Perpetual Purpose Trust: A Radical Model for Succession Planning

Category type: Course, Learning Material

Exit options: EOT, ESOP, Financial, Strategic, Worker Coop

Janna Hoiberg - What Makes Innovation Hard in a Family Business?

Janna Hoiberg - What Makes Innovation Hard in a Family Business?

Category type: —

Exit options: —

EP18 - Mission Impossible - ESOP Feasibility - What to Consider in Your ESOP Planning

Category type: —

Exit options: —

EP9 - Tin Cup - ESOPs - The Road Less Travelled

Category type: —

Exit options: —

Chris Ruisi - How to Be Exceptional in 8 Simple Steps

Chris Ruisi - How to Be Exceptional in 8 Simple Steps

Category type: —

Exit options: —

Janna Hoiberg - Change the Way You Think About Business (J1517)

Janna Hoiberg - Change the Way You Think About Business (J1517)

Category type: —

Exit options: —

EP8 - ESOP Experience - Interview With Dale Hobbs of Hobbs Madison 100% ESOP

Category type: —

Exit options: —

Showing 271 to 300 of 2,044 results

Previous1...91011...69Next