Structuring Business Success for Long-Term Security: Case Study - David

Exit Planning for Government Contracting CEOs: Turning Success into Strategy

Running a successful business takes vision, grit, and relentless problem-solving. But building personal wealth and planning for life after your business? That takes a different kind of strategy.

If you’re a GovCon founder or CEO, your needs go far beyond retirement planning. You need a blueprint for converting business success into long-term security for yourself, your family, and your legacy.

David’s Situation

Profile:

• 58 years old, CEO and founder of a mid-sized government contracting firm in Northern Virginia

• Married with adult children

• Business grew from a kitchen-table startup to a highly profitable enterprise over 20 years

• High income, complex tax situation

• No formal exit or succession plan in place

• Most wealth tied up in the business

David is proud of what he’s built—but he’s also tired. With retirement on the horizon, he wants clarity about what comes next. He knows his business is his biggest asset, but he’s not sure if his advisors fully understand what it takes to convert it into personal financial freedom.

Financial Goals

• Build a business exit strategy that maximizes value

• Reduce taxes and protect personal wealth during and after the transition

• Diversify wealth outside the business

• Provide for his family and leave a legacy

• Create a lifestyle plan for the next chapter without losing momentum

How We Helped

We helped David turn uncertainty into a strategic exit and personal plan:

• Exit Strategy: Developed a detailed plan including valuation, buyer readiness, and timing options tailored to the GovCon industry

• Tax-Efficient Sale Planning: Worked with David’s CPA and attorney on deferred sales trusts and QSBS optimization

• Post-Sale Financial Plan: Modeled income needs and funding for the life he wants

• Wealth Diversification: Structured private investments, real estate, and tax-efficient portfolios aligned with risk and lifestyle goals

• Estate & Legacy Planning: Protected assets, provided for family, and supported philanthropic goals

• Life Beyond the Business: Helped David visualize the next chapter and create a framework to enjoy it

Financial Planning Services Provided:

Exit & Succession Planning for Business Owners | Tax Mitigation Strategies for Business Sales | Post-Sale Personal Wealth Management | Family Legacy and Estate Planning | Investment Diversification and Risk Management

The Transformation

With a clear exit strategy and financial plan, David:

• Could see the path to retirement and personal freedom

• Reduced tax exposure and optimized his business value

• Diversified wealth to protect against risk and maintain lifestyle

• Planned for family, legacy, and philanthropic goals

• Gained confidence in what comes after the business

He wasn’t just planning an exit, he was turning his success into a life he could enjoy.

Why It Matters

If you’ve spent years building something valuable, your exit deserves more than a handshake and a hope. You need a strategy.

• Your Business Is Not Your Retirement Plan – Too many founders wait too long. Take control before someone else does.

• Tax-Efficient Wealth Transfer – Structure the deal to keep more of what you’ve built.

• Turn Enterprise Value Into Personal Freedom – Map your next chapter so it feels achievable, not abstract.

• Protect and Multiply Wealth – After the sale, align money with your mission, manage risk, and create peace of mind.

Let’s Build a Transition Plan That Honors What You’ve Built

We specialize in helping GovCon founders, CEOs, and executive teams turn business success into long-term personal security.

You didn’t build your business with a generic plan. Don’t settle for one now.