Jorgensen and his team worked with the owner and founder of a privately held industrial products manufacturing company to develop the company’s strategy following the owner’s retirement.

By focusing on the intrinsic value of the company and growth potential under alternative ownership structures (continued ownership with an outline for family succession versus an outright sale to a strategic acquirer), the owner was able to confidently select a path forward by considering her and her family’s personal goals while reviewing an unbiased framework of her strategic alternatives and potential value creation.