Project Equity partners with Zolidar to scale Employee Ownership with digital tools and advisor training

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Summary

The Aha Planner provides a pre-feasibility valuation and exit readiness plan, while Zolid AI serves as a real-time copilot, offering context-aware support and surfacing relevant resources throughout the transition process. The Grid features an AI-enhanced wiki, advisor directory, and discussion forum, allowing users to build visibility and contribute to a shared knowledge base around exit planning and EO transitions. While many founders still struggle to find successors or understand their options, this partnership helps close the gap between awareness and execution, empowering professionals, advisors and local economies alike. Project Equity is a national leader in the movement to harness the power of employee ownership to maintain thriving local business communities, honor selling owners legacies, and address income and wealth inequality. EO Advantage is Project Equitys suite of professional learning products designed to equip business advisors with the knowledge and tools to guide clients through employee ownership transitions.

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