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 business? That takes a different kind of strategy.
If you're a founder or CEO in GovCon, part of the Executive team your needs go far beyond “retirement planning.” You need a blueprint for translating business success into long-term security—for you, your family, and your legacy.
David's Situation
David is 58 and the CEO of a mid-sized government contracting firm in Northern Virginia. Over the past 20 years, he’s grown the business from a kitchen-table startup to a highly profitable enterprise with a mix of prime and subcontracting work.
He's proud of what he's built—but he’s also tired. With retirement on the horizon, David wants clarity about what comes next. His business is his biggest asset, and he’s not sure if his current advisors truly understand what it takes to convert that into personal financial freedom.
David – CEO and Founder, Preparing for Exit
58 years old
Founder of a successful GovCon firm
Married with adult children
High income, complex tax situation
No formal exit or succession plan in place
Most of his wealth is tied up in the business
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
Developed a detailed exit strategy, including valuation planning, buyer readiness, and timing options tailored to the government contracting industry.
Worked alongside David’s CPA and attorney to build a tax-efficient structure for the sale, using advanced planning tools like deferred sales trusts and QSBS optimization.
Created a pre- and post-sale personal financial plan, showing how much he’d need from the business exit to fund the life he wants.
Diversified his wealth with a combination of private investments, real estate, and tax-efficient portfolios that align with his risk tolerance and lifestyle needs.
Integrated estate and legacy planning, so David could provide for his spouse and children, fund philanthropic goals, and protect assets from unnecessary tax exposure.
Helped him visualize life beyond the business—and build the structure 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
Sound Like You?
Why Business Owners Like David Need More Than a “Retirement Plan”
If you’ve spent years building something valuable, your exit deserves more than a handshake and a hope.
You need a strategy.
1. Your Business Is Not Your Retirement Plan
Too many founders wait until it’s too late to plan their exit. You’ve worked too hard to leave the outcome to chance. We help you take control—before someone else does.
2. Tax-Efficient Wealth Transfer
Selling a business can come with massive tax exposure. We work with your legal and tax team to structure the deal so you keep more of what you’ve built.
3. Turn Enterprise Value Into Personal Freedom
A successful business sale should fund the next phase of your life—without guesswork. We map that future with you so it feels achievable, not abstract.
4. Protect and Multiply the Wealth You've Built
After the sale, the real work begins: managing risk, aligning your money with your mission, and creating peace of mind for your family and future.
Let’s Build a Transition Plan That Honors What You’ve Built
At Longevity Wealth Strategies, we specialize in helping GovCon founders,CEOs and their Executive teams turn business success into long-term personal security. We know what’s at stake—and we know how to help you protect it.