Jennifer Martin - Vice President

Jennifer Martin

Vice President
440.287.6790
Jen.Martin@MarshBerry.com
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Jennifer Martin joined MarshBerry as an Associate in October 2019. As part of MarshBerry’s Financial Advisory team, Jennifer focuses on financial management consulting and valuation services, while also assisting senior level consultants on merger and acquisition (M&A) advisory.

Jennifer began her career at Bober, Markey, Fedorovich (BMF) where she worked on a variety of corporate audits, primarily focusing on middle-market, privately-held businesses. Jennifer then transitioned to BMF’s transaction advisory services team where she primarily focused on buy side financial due diligence projects for private equity groups.

She currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 7, 79, and 63 FINRA Registrations through MarshBerry Capital, LLC, the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., LLC.

Jennifer holds a Bachelor of Science in Accounting from The University of Akron. She holds the Certified Public Accounting (CPA) designation and the Certified Fraud Examiner (CFE) designation.

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Related Articles

April 15, 2024

Using Valuation To Measure Progress In Your Firm

by Jennifer Martin, CPA, CFE
If you own a business, there’s a good chance that it’s the largest asset in your portfolio. However, many business owners don’t have clarity around what their business is actually worth and what drives value.
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October 19, 2023

The Benefits of Adding AI to the Claims Process

by Jennifer Martin, CPA, CFE
Want to retain customers, gain efficiencies, and tackle fraud? AI may just be the solution brokers have been waiting for. Incorporating machine-learning technology into the claims process offers advantages to both the broker and the client.
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August 29, 2023

The Risks of Handshake Agreements in Insurance Brokerage

by Jennifer Martin, CPA, CFE
Since the insurance brokerage business is relationship-based, it’s typical for independent brokers to have referral relationships with noncompeting brokers. These relationships are often sealed with just a handshake. However, not formalizing such agreements can lead to costly disputes down the road.
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August 17, 2023

M&A Due Diligence: Don’t Forget the Culture

by Jennifer Martin, CPA, CFE
A key step in M&A transactions is due diligence – confirming the soundness of a deal economically, structurally, or legally. But what about culturally? Skipping this critical step could lead to the disastrous failure of a deal.
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April 18, 2023

The Important Role of Due Diligence in M&A Deals

by Jennifer Martin, CPA, CFE
Most buyers recognize that due diligence is an important step in the M&A process. But for many sellers, it’s a new experience and due diligence may feel more like an unnecessary scrutinization of their business. In any partnership it is not a matter of “if” issues will arise but rather “when” they will arise. 
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February 14, 2023

Avoiding M&A Buyer’s Remorse: What to Do When a Done Deal Doesn’t Meet Expectations

by Jennifer Martin, CPA, CFE
Chasing dollar signs isn’t always the best strategy for finding the right M&A partner and may lead to post-deal disappointment for both buyer and seller. Find out how to navigate the different buyer types, how to evaluate potential partners, and why having an experienced advisor is critical to a successful deal. 
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June 22, 2022

Why Weighted Average Shareholder Age Should Factor Into Your Firm’s Perpetuation Plan

by Jennifer Martin, CPA, CFE
Weighted Average Shareholder Age (WASA), which shows the average of the shareholder’s age weighted by the percentage of stock they own, can potentially signal a firm’s need for a perpetuation plan.
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