The Zolidar Hub doesn't sell itself to advisors directly — advisors use Zolidar's Advisor plans. But when an advisor joins The Grid and matches the region of a partner's Hub, they appear in that Hub's directory automatically. This expands the advisory capacity the partner organization is building.
What this looks like in practice:
- Advisors — CPAs, attorneys, financial planners, exit-planning coaches, and employee-ownership consultants — sign up on Zolidar, build a profile on The Grid, run exit assessments with the Day Zero Guide, model client financials with the Aha Planner, and get AI-powered guidance from Zolid AI.
- Hub partners — state employee ownership centers, SBDCs, banks, credit unions, and the like — get a directory that grows with the network, without having to manually recruit or vet every advisor themselves.
- Business owners on a Hub discover advisors already working in their community, already vetted, already using the same tools the owner used to get here.
Advisory capacity building is one of the biggest challenges in succession planning. The Zolidar Hub turns Zolidar's advisor community into a resource the partner can route members to.