Family Business Expertise
Leading family business owners to a successful outcome while safeguarding their family's interests.
The Preservation of the Family and the Business is at the Core of our Guidance.
We are trusted advisors to family businesses. We wear this badge proudly since it has been earned from experiences within a dynamic family business and perfected by decades of client transition events.
Often our deep technical expertise is overshadowed by our client’s needs for an empathetic listener, an authentic communicator to bridge a family divide, or a stern reality check.
The complexity of the decision to sell a family business is often clouded by unstated divided family interests layered on top of typical business uncertainties. These decisions are best not made alone.
Tom Zucker
President & Founder, EdgePoint
Family Business Insight & Analysis
Family Business in Transition
The journey of each family business is unique. Generations of families toil and struggle to build an enduring company.
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Succession Planning for Family Businesses
The majority of family-owned businesses are unprepared for the transition of leadership and control that is inevitable. Many owners feel infallible, ageless, and frankly that they will have time to address these matter at a later time.
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Signs of a Seller
Building a business is one of the most gratifying and challenging journeys for a business owner. The satisfactions of this journey are many including the ability to create opportunities for others, to satisfy customer’s needs, and to build wealth for your family.
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Success Beneath the Surface
On this episode of Success Beneath the Surface, Deborah Fell interviews EdgePoint President Tom Zucker about transitioning a family-owned business.
Americas Industrials Deal of the Year
Prince & Izant’s recapitalization by Industrial Growth Partners won the Industrials Deal of the Year award at the 2023 Americas M&A Atlas Awards
Delivering Results with Integrity
“The best decision that I made when my family wanted to divest from our manufacturing business, was to find the right partner to get us across the finish line, EdgePoint was that partner.
We were originally working on a deal without representation that was extremely time consuming, distracting, and ultimately did not come to fruition. That experience let us know that the right way to get a deal done is to have a professional banker that can bring the right groups with stellar reputations to the table.
After closing our extremely complex deal, I consider the EdgePoint team my friends and I will continue to recommend them to others looking to exit their business.”
