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

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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
George Wunderlich - Mission Awareness

George Wunderlich - Mission Awareness

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Lisë Stewart - Coming Crisis of the Family Business (E2317)

Lisë Stewart - Coming Crisis of the Family Business (E2317)

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Casey Brown - You Are Probably Under-pricing Your Product (F1817)

Casey Brown - You Are Probably Under-pricing Your Product (F1817)

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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

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Jim Brubaker: Investing after you sell

Jim Brubaker: Investing after you sell

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Greg DeSimone - Strategy Simplified

Greg DeSimone - Strategy Simplified

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Tess Cox - Coaching: The 5 C's of Leadership & Life-Long Learning

Tess Cox - Coaching: The 5 C's of Leadership & Life-Long Learning

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EP5 - Mutiny on the Bounty - Communicating Positively With Key Employees Along Your Journey to An ESOP.

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Sean Brawley - Sustainable High Performance and the Inner Game (B2218)

Sean Brawley - Sustainable High Performance and the Inner Game (B2218)

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Closing the wealth gap through "ownership trusts"

Closing the wealth gap through "ownership trusts"

Category type: Course, Learning Material

Exit options: EOT

Janne Ohtonen - The 1 Reason Your Business Exists (C0118)

Janne Ohtonen - The 1 Reason Your Business Exists (C0118)

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Roger Firestien - How to Be Deliberately Creative and Other Tips

Roger Firestien - How to Be Deliberately Creative and Other Tips

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EP30 - Challenges For Mature ESOP Companies

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Isaiah Leslie - Knowing the Why in What You Do

Isaiah Leslie - Knowing the Why in What You Do

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EP31 - Oceans 11 - Las Vegas - what questions should I ask at the ESOP conference!

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Al Killeen - Integrative Mastery Programs (L1417)

Al Killeen - Integrative Mastery Programs (L1417)

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Carol Marzouk - How to create a healthy harmonious workplace

Carol Marzouk - How to create a healthy harmonious workplace

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Kevin Berson - How to Increase Valuation and Maximize Deal Proceeds When Selling Your Business

Kevin Berson - How to Increase Valuation and Maximize Deal Proceeds When Selling Your Business

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Brad Leggett - Developing a High Performance Sales Team (C0718)

Brad Leggett - Developing a High Performance Sales Team (C0718)

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EP16 - Galaxy Vets - a unique roll up model using ESOP with Emmitt Nantz, COO

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Andy Gole - Urgency Based Selling

Andy Gole - Urgency Based Selling

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EP1 - Journey to an ESOP & Beyond - Special Message

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Matthew Januszek - Escape Your Limits

Matthew Januszek - Escape Your Limits

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Reb Risty - Marketing in the Virtual Universe: 5 Reasons Every Business Should Use Video Testimonials

Reb Risty - Marketing in the Virtual Universe: 5 Reasons Every Business Should Use Video Testimonials

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EP3 - Buy-Side Valuation on ESOP Transaction with Adrian Loud from Censeo

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Heath Goldman - Don’t Build Your Financial House Without an Architect (I2017)

Heath Goldman - Don’t Build Your Financial House Without an Architect (I2017)

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What drives the size of an ESOP repurchase obligation?

The size of an ESOP repurchase obligation is driven by a combination of plan design, workforce demographics, share value, and distribution policies.

# Repurchase Obligation

Think Tank

aka : Policy Institute

A think tank, or policy institute, is an organization that conducts research and analysis on public policy issues, providing evidence-based recommendations to inform and influence decision-makers and public discourse.

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Qualified Retirement Plan

aka : —

This is a plan which can fund all or part of living expenses after a business owner retires. There is a federal law known as ERISA which defines most retirement plans, participant rights and protections. An ESOP is a type of qualified retirement plan.

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EO Plan Design

aka : Employee Ownership Plan Design

Unique considerations for creating EO legal documents such as an EOT Trust Agreement or worker co-op bylaws

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