Exit Planning Institute - Find a CEPA

As a Certified Exit Planning Advisor (CEPA®), Corey Lefavor is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

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Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.

At Edward Jones, we offer investments, services and tools our clients need to work toward their financial future. In addition, the firm has thousands of professionals and advanced technology supporting our branch offices to help clients reach their long-term financial goals.

I am a U.S. Navy veteran and former Naval Aircrew chief petty officer with more than two decades of leadership and technical experience. I earned my Bachelor of Science in business administration with a focus in wealth management and graduated summa cum laude from the Sawyer Business School at Suffolk University, where I was actively involved in managing the Tremont and Wilcox fund and mentoring future finance professionals. My career has been shaped by a passion for strategic planning, team leadership and financial analysis, along with hands-on experience in portfolio management, retirement planning and investment strategies. With deep ties to the veteran community and a strong understanding of the local market, I'm committed to serving clients with trust, discipline and personalized guidance.

If you're looking for a trusted partner to help you simplify your finances, plan for the future and make confident decisions, let's talk. Reach out today to schedule a conversation and see how we can create a personalized plan that works for you.

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Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.

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Advisor Type: Financial Advisor
Website:
https://www.edwardjones.com/us-en/financial-advisor/corey-lefavor
Phone: 3606325475
City: Townsend
State: Massachusetts
Postal Code: 01886
Country: United States
Designations:
Markets Served:
Company Name: Edward Jones
LinkedIn:
www.linkedin.com/in/corey-l-814a20104

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COREY LEFAVOR

COREY LEFAVOR

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report

2024 Webinar Series

2025 Webinar Series

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5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

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Business Attractiveness Scorecard

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Chapter Logos

Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

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Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology

Top Questions To Ask Your Business Owner's Advisors

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