• Zolidar Logo
  • Exit Planning Tools

    • Day Zero Guide
    • Aha Planner
  • Community

    • The Grid
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
Β© 2026 Zolidar, Inc. All Rights Reserved.

πŸ‘‹ Meet Zolid AI

Here to support your company's exit journey β€” 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.

Wiki Content in The Grid

AllAnswersGlossary termsContent

Podcasts, Webinars, and Videos on Employee Ownership & Exit Planning

The Grid Wiki offers summaries of podcasts, webinars, and videos on employee ownership, exit planning, M&A, accounting, and SMB transactions.

Join The Grid

EP22 - Mission Impossible 3 - ESOP Feasibility Exploring The Timing of Your ESOP Transaction

Category type: β€”

Exit options: β€”

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

Category type: β€”

Exit options: β€”

Patrick Renvoise - Are you Persuasive?

Patrick Renvoise - Are you Persuasive?

Category type: β€”

Exit options: β€”

EP16 - Catch Me If You Can - Choosing your ESOP Advisors

Category type: β€”

Exit options: β€”

Stuart Friedman - The Company is Only as Strong as Its Culture

Stuart Friedman - The Company is Only as Strong as Its Culture

Category type: β€”

Exit options: β€”

EP14 - Count of Monte Cristo - ESOPs and Management Incentive Plans - Best Practices of Retaining Key People

Category type: β€”

Exit options: β€”

EP12 - Benjamin Button - Not Getting Any Younger - What Age Should I Be To Start My ESOP?

Category type: β€”

Exit options: β€”

Jim Brubaker: Investing after you sell

Jim Brubaker: Investing after you sell

Category type: β€”

Exit options: β€”

Craig James - Build Your Business Value with the Help of Your Peers

Craig James - Build Your Business Value with the Help of Your Peers

Category type: β€”

Exit options: β€”

EP42 - Third Party Administrator's role in the ESOP ...discussion. With Carla Klingler at Blue Ridge and Associates.

Category type: β€”

Exit options: β€”

EP40 - McFarland - Running on KPIs - How measuring the right numbers can help you on your Journey to an ESOP

Category type: β€”

Exit options: β€”

EP20 - Considerations for Post-ESOP discussion with Katie Hardin - ESOP accounting/benefits expert with Berman Hopkins.

Category type: β€”

Exit options: β€”

Steve Medland - The Millionaire Next Door (G1517)

Steve Medland - The Millionaire Next Door (G1517)

Category type: β€”

Exit options: β€”

Robin Waite - Fearless Business

Robin Waite - Fearless Business

Category type: β€”

Exit options: β€”

EP19 - Cruella de Vil Part 1 - Making the Best Presentation for your ESOP - special feature guest "The English ESOP Guy"

Category type: β€”

Exit options: β€”

EP15 - Dead Poet Society - the critical value of Fostering Creativity in your Company on your journey to an ESOP

Category type: β€”

Exit options: β€”

Arwen Becker - Retirement Strategies for Women

Arwen Becker - Retirement Strategies for Women

Category type: β€”

Exit options: β€”

EP12 - Underwriting the ESOP loan with Doug Dell from KeyBank

Category type: β€”

Exit options: β€”

EP13 - Young Frankenstein - The Science of Business Valuation for ESOPs (part 4)

Category type: β€”

Exit options: β€”

EP5 - "The Boss" - transitioning the CEO role in preparation of your ESOP

Category type: β€”

Exit options: β€”

EP3 - The tale of two ESOPs

Category type: β€”

Exit options: β€”

EP9 - Young Frankenstein - The Science of Business Valuation for ESOPs (part 2)

Category type: β€”

Exit options: β€”

EP8 - Jim Bado - Workplace Development - Creating ownership thinking in your ESOP

Category type: β€”

Exit options: β€”

EP7 - Young Frankenstein - The Science of Business Valuation For ESOPs (part 1)

Category type: β€”

Exit options: β€”

Chuck Blakeman - Why Employees are ALWAYS a Bad Idea (F1917)

Chuck Blakeman - Why Employees are ALWAYS a Bad Idea (F1917)

Category type: β€”

Exit options: β€”

EP6 - ESOPs from Down Under (Australia) - International Interview with Succession Advisor - Craig West CPA on Psychology of Selling to an ESOP.

Category type: β€”

Exit options: β€”

LisΓ« Stewart - Coming Crisis of the Family Business (E2317)

LisΓ« Stewart - Coming Crisis of the Family Business (E2317)

Category type: β€”

Exit options: β€”

John Anderson - Increase the value of your business prior to putting it up for sale

John Anderson - Increase the value of your business prior to putting it up for sale

Category type: β€”

Exit options: β€”

Greg DeSimone - Strategy Simplified

Greg DeSimone - Strategy Simplified

Category type: β€”

Exit options: β€”

EP11 - Young Frankenstein - The Science of Business Valuation for ESOPs (part 3)

Category type: β€”

Exit options: β€”

Showing 271 to 300 of 1,404 results

Previous1...91011...47Next