Guest: Tom Zucker

In this episode of Success Beneath the Surface, Deborah Fell gives commentary on last week's episode with Tom Zucker, president of EdgePoint Capital. Tom emphasizes that gross margin is becoming a critical indicator of a company's value and that sustained margins are a reflection of the company's worth. He stresses that businesses need to offer distinct value propositions that set them apart from competitors and resonate with their clients and customers.
To illustrate this point, Tom provides an example of a closely held family business that developed a unique friction-break product with superior intellectual property. The company should have traded for six times its value, but it traded for north of 11 times because it offered a distinct value that no one else had, enabling it to maintain and grow its margins.
Deborah and Tom discuss the fragility of business owners and the importance of ego fulfillment in M&A advisory services. They also acknowledge that family dynamics are consistent among businesses, regardless of their size and sophistication. Join us for this episode, "Family Dynamics are Consistent Among Businesses of All Sizes."
Listen to the full episode with Tom Zucker here.
About Deborah's guest, Tom Zucker
Tom Zucker serves as the President of EdgePoint Capital, managing client transactions, overseeing its day-to-day management, and executing strategic initiatives.
Tom uses his extensive business and financial experience to assist business owners in completing transition events, acquisitions, or recapitalizations. His diverse experiences range from executing corporate divestitures for General Electric to assisting small closely held businesses in executing family ownership transitions.
Links from this episode:
EdgePoint Capital
Tom Zucker on LinkedIn
Deborah Fell on LinkedIn
Chief Outsiders

Deborah Fell interviews Tom Zucker, Managing Director at EdgePoint Capital, about transitioning a family-owned business. Zucker emphasizes the importance of preparation and planning, particularly in terms of understanding a business's competitive edge and unique position in the marketplace.
Zucker stresses the significance of storytelling in successfully transitioning a family business. A financial statement alone fails to convey a company's purpose or potential. He provides an example of a family business that sold successfully due to its unique product that fit perfectly into the product line of a larger company. Zucker notes that the story must be authentic, informed, and tied together to be effective.
Tom acknowledges the emotional side of transitioning a family business, advising that owners should start the preparation process at least 24 months in advance. He also highlights the importance of transparency and authenticity in communicating with employees and family members during the transition process. Listen to this episode, "Navigating Emotional and Financial Challenges of Business Transitions."
 
About Deborah's guest, Tom Zucker
Tom Zucker serves as the President of EdgePoint Capital, managing client transactions, overseeing its day-to-day management, and executing strategic initiatives.
Tom uses his extensive business and financial experience to assist business owners in completing transition events, acquisitions, or recapitalizations. His diverse experiences range from executing corporate divestitures for General Electric to assisting small closely held businesses in executing family ownership transitions.
Links from this episode:
EdgePoint Capital
Tom Zucker on LinkedIn
Deborah Fell on LinkedIn
Chief Outsiders