Jeri brings over 25 years of financial expertise, an MBA in finance and entrepreneurial experience to Exit Factor. Since 1998, she has served as a senior financial analyst in diverse sectors including medical manufacturing, technology, and data-driven marketing research. Her analytical acumen has been honed through working with both private sector organizations and academic institutions. Notably, Jeri contributed to the University of Minnesota Medical School, where she provided financial analysis for the dermatology, ophthalmology and family medicine divisions.

In addition to her corporate and academic roles, Jeri has been a successful small business owner since 2006. She has actively managed financial and leadership responsibilities across a variety of industries, including senior home care, fast food, and real estate. This blend of corporate financial expertise and hands-on entrepreneurial experience allows Jeri to offer clients a unique perspective, combining strategic insight with practical business operations knowledge. At Exit Factor, Jeri leverages her extensive background to guide business owners through the complexities of preparing for and executing successful exits. Her dedication to understanding the financial nuances of each client’s business ensures they are positioned for maximum value and a smooth transition.