Yes! Zolid AI is currently available for free to all users to try for a limited time (fair usage limits apply). We also have free plans for both business owners and advisors.
Business Free gives you the Day Zero Guide to compare your exit options, access to Zolid AI for instant answers, tools to collaborate with your advisor, and access to The Grid community.
Advisor Free includes a multi-client dashboard, collaboration features, and access to The Grid community.
Want deeper financial analysis and valuation tools? Upgrade to our paid plans starting at $500/year for business owners and $3,000/year for advisors.
2
Are there any hidden fees or additional charges for Zolidar?
No, all costs are transparent. The price you see is the price you pay—-no extra fees or hidden charges.
3
What's included in Zolidar's paid plans?
Our paid plans cover full access to Zolidar, including the Aha Planner, Zolid AI, and any updates to these features during the paid period. It also includes ongoing support and the opportunity to provide feedback that could be incorporated into these features.
4
Can I change or cancel my Zolidar plan?
Yes. You can upgrade or downgrade anytime.
You can also cancel anytime–no questions asked, no forms to fill out. We offer no-hassle cancellations and full refund if you are not satisfied for any reason. You'll keep full access through the end of your paid period, and your data is securely saved so if you upgrade again in the future, all your reports will be right there waiting for you.
5
What payment methods does Zolidar accept?
We accept all major credit cards, and payment is processed securely.
6
Does Zolidar offer discounts for business owners or advisors?
For Business Owners: If cost is the only barrier preventing you from exploring employee ownership, you can apply for a fee waiver. We review each request individually & completing this form does not guarantee a fee waiver.
7
Are there limits to how much I can use Zolidar's tools?
Yes. While we provide generous access to tools like and the , we may temporarily limit access if usage significantly exceeds normal patterns. This helps us maintain reliable service for all customers. While our tools support exit planning and employee ownership decisions, they don't replace professional financial or legal advice. For complete details about our data practices and terms, you can review our and .
8
How does Zolidar ensure data privacy?
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.
9
Can I talk to a real person for help with employee ownership, exit planning, or Zolidar products?
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:
10
Who is the Zolidar Hub for?
The Zolidar Hub is our turnkey product for programs and institutions that support business owners facing succession decisions. It gives your organization a branded portal — your logo, your domain, your curated content — backed by Zolidar's full toolkit: the Day Zero Guide exit assessment, Aha Planner valuations, Zolid AI, and a directory of vetted advisors.
Typical Hub customers:
11
What does a branded Zolidar Hub cost, and what's included?
A branded Zolidar Hub is $12,000 per year, billed annually. A single flat price — no per-seat fees, no per-member charges.
What's included:
Branded portal on your custom domain, with your logo, colors, and messaging.
For Advisors: Earn referral commission when your clients purchase Business Max. Advisor Basic earns up to 15% per referral, and Advisor Premium earns up to 30%.
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.
Contact Form: Use the "Get in Touch" form at the bottom of most pages for general inquiries or feedback.
We can help with:
Technical support and product questions
Guidance on using Zolidar's tools (Day Zero Guide, Aha Planner, Zolid AI)
General information about employee ownership and exit planning
Product demos and onboarding help
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.
State and regional employee ownership centers preserving local businesses and jobs through ownership transitions.
SBDCs and small business associations bringing structured succession tools to their members.
Banks and credit unions deepening relationships with business-owner clients before a transition becomes urgent.
Training programs for buyers and searchers equipping cohorts with valuation and deal-analysis tools from day one.
Fintech and corporate platforms embedding succession planning into workforce programs or supply-chain resilience initiatives.
Place-based campaigns addressing the local business succession gap for a city, county, or region.
Individual business owners and advisors do not need a Hub — they use Zolidar's Business or Advisor plans directly. The Zolidar Hub is the institutional layer above those plans.
Curated service provider directory — surface the advisors, capital providers, and employee-ownership practitioners you trust for your members.
Full exit planning toolkit — every member gets access to the Day Zero Guide, Aha Planner valuations, and Zolid AI.
Educational resources and a content library, curatable by your team.
Engagement analytics and CRM integration so you can measure usage and retention.
Most programs start with a live walkthrough — we'll configure a branded demo for your community in under a day. You can also subscribe directly on the pricing page if you're ready to go.
