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

EdgePoint White Paper - Family Business- v1.9 5.24.23 003_Page_1

Family Business in Transition

The journey of each family business is unique. Generations of families toil and struggle to build an enduring company.  

  • ArticlesApril 2023
    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.
  • ArticlesOctober 2022
    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.
  • Podcasts + VideosMarch 2023
    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

Client Stories

Uncovering Hidden Value Amidst Family Tragedy

H&S Tool

Delivering Results with Integrity

Recent Family Business Transactions

Learn more about our Family Business Process.