JASON TREFANENKO

Jason Trefanenko, CPA, CGA, CEPA
Partner, McLaren Trefanenko Inc., Chartered Professional Accountants
Jason Trefanenko is a Chartered Professional Accountant (CPA, CGA) and Certified Exit Planning Advisor (CEPA) with over two decades of experience supporting privately held business owners through corporate transitions, tax strategy, and estate planning. As a partner at McLaren Trefanenko Inc., Chartered Professional Accountants, Jason works closely with clients to align personal, financial, and business goals—ensuring they are prepared for both planned exits and life’s unexpected turns.
Jason specializes in strategic tax planning, financial reporting, estate planning, and value acceleration, offering a comprehensive approach to help business owners preserve and transfer wealth effectively. His collaborative style and deep technical knowledge ensure clients receive clear, tailored guidance at every stage of the planning process.
Based in New Westminster, British Columbia, Jason serves clients across Canada with a commitment to building lasting relationships rooted in trust, clarity, and measurable results.
📞 778-327-6846
Jason Trefanenko, CPA, CGA, CEPA
Partner, McLaren Trefanenko Inc., Chartered Professional Accountants
Jason Trefanenko is a Chartered Professional Accountant (CPA, CGA) and Certified Exit Planning Advisor (CEPA) with over two decades of experience supporting privately held business owners through corporate transitions, tax strategy, and estate planning. As a partner at McLaren Trefanenko Inc., Chartered Professional Accountants, Jason works closely with clients to align personal, financial, and business goals—ensuring they are prepared for both planned exits and life’s unexpected turns.
Jason specializes in strategic tax planning, financial reporting, estate planning, and value acceleration, offering a comprehensive approach to help business owners preserve and transfer wealth effectively. His collaborative style and deep technical knowledge ensure clients receive clear, tailored guidance at every stage of the planning process.
Based in New Westminster, British Columbia, Jason serves clients across Canada with a commitment to building lasting relationships rooted in trust, clarity, and measurable results.
📞 778-327-6846
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- Website:
https://mti-cpa.com/ - Phone: 778-327-6846
- City: New Westminster
- State: British Columbia
- Postal Code: V3L 3B9
- Country: Canada
- Designations: CPA, CGA, CEPA
- Markets Served:
- Company Name: McLaren Trefanenko Inc.
JASON TREFANENKO

Issue One: The Annual Exit Magazine

Know Your Gaps

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

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

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
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

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

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

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

From Successful to Significant Whitepaper

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

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

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
.png)
2024 Webinar Series
