1. GIP: Government Industry Partners
Webinar Series - 2022
Reach
US FEDERAL GOVERNMENT
CONTRACTORS!
INFO & PRICING:
hello@JenniferSchaus.com

2. GIP: Government Industry Partners
Webinar Series - 2022
Reach US Federal Contractors
in a 1, 2 or 3 part
webinar series.
We promote, host and record
your webinar.
Promoted via newsletter
(23k+ subscribers;) and
Linkedin (24k+ followers)
Put on a webinar with us!
INFO & PRICING:
hello@JenniferSchaus.com

3. GIP: Government Industry Partners
Webinar Series - 2022
Put on a webinar with us!
INFO & PRICING:
hello@JenniferSchaus.com

4. Building a Sellable GovCon
Firm
20 January 2022

5. GovCon Wealth 3 Part Series
PLAN: Wealth & Tax Strategies for GovCons (13 Jan)
GROW: Building a Sellable GovCon Firm (Today)
SELL: Advanced M&A Planning for GovCons (27 Jan)

6. Building a Sellable GovCon Firm
What are Buyers Looking For?
1. Internal (Key Employees, ESOP) v. External (Strategic/Financial Buyer)
2. Full & Open v Set-Aside Work – can contracts novate to buyer? Discount on Valuation?
3. Do you have a Management Team in Place? Will they stay with the company and/or participate in
its growth?
4. Are Financial Records Clean, Reviewed/Audited? Potential Risks & Tax Exposure?
5. Other Considerations:
a. Is your Operating Agreement up to Date?
b. Do you have a Company Valuation?
c. How is the company owned? Is it in your name or in a Trust?

7. Rewarding & Retaining a Management Team
1. Plan to attract, reward & retain key employees or next generation of leadership (G2)
2. After 5-7 years, key employees get itchy for equity, or
3. Top talent will request it when interviewing for role
4. Types of Compensation
a. Cash Based:
i. Salary
ii. Bonus
iii. Variable Comp
b. Equity Based:
i. True Ownership
ii. Phantom Ownership
Stock Appreciation Rights/Options
Profit Interest Units

8. Case Study – GovCon Client
a) Gov’t Contracting Firm established 15 years ago
b) $20MM of Revenue. Owned by two partners 50/50, with 115 employees
c) Looking to Exit in the next 3-5 years.
d) Would like to reward key employees that have been loyal to the firm, and will continue driving
growth.

9. Case Study Implementation
Designed & implemented a Long Term Incentive Plan for Key Employees:
1. Identified 17 employees and grouped them into:
a. Company Critical
b. Project Critical
2. Company Critical received:
a. Mid Term Bonus – Deferred Compensation Plan
b. Long Term Bonus - Stock Appreciation Awards
3. Project Critical received:
a. Mid-Term Bonus – Deferred Compensation Plan
4. Vesting Schedule: rolling 5 years (20% per year)
5. Forfeiture Provisions
6. Performance Metrics

10. Questions?
Please Contact Us
Luis Corrales CExP, Co-Founder & Managing Partner
lcorrales@copecorrales.com
202-580-2068
Joe Cope CFP, Co-Founder & Managing Partner
jcope@copecorrales.com
202-669-8575

11. ABOUT
GOVCON WEALTH

12. What Sets Us Apart
Philosophy
Our view is that there is more to money and
investments than the stock market. The
challenge is that most investment advisors are
not permitted to discuss other alternatives
outside the purview of their employers. COPE
CORRALES was founded to eliminate any
conflicts of interest and truly advocate for our
clients across all areas of wealth, even if we
receive zero compensation. This ultimately
allows our clients to be properly balanced and
enjoy financial security.
Experience
Our firm’s Co-Founders hold over 25
years of collective experience, enduring
multiple bear markets. Our careers
started in the big “wirehouse” firms,
where we gained valuable experience
about Wall Street. This ultimately led us
to found our firm and become fiduciaries
to our clients.
Fiduciary
We are independent. We are fiduciaries.
This is the highest standard in our
industry, and we are required to act in our
client’s interest first and foremost before
our own. We are stewards of our client’s
wealth. We leave no stone unturned to
design strategies that match our client’s
objectives, risk tolerance, and time
horizon.

13. OUR SERVICES
CORE & FOUR PRIVATE WEALTH
MANAGEMENT

14. CORE & FOUR

15. Our CORE portfolios are our target allocation models that serve as the foundation of our client's portfolios; diversified across sectors, regions,
styles, etc. They are managed tactically and strategically. CORE assets provide the foundation for a secure retirement and future.
Private Equity invests in mid and late-stage companies, ones that have stable cash flows and promising business models. An investor should
expect preferred returns and future liquidity events in exchange for lower liquidity and potential risk of investing in nonpublic companies.
Venture Capital is often considered a subset of Private Equity, however early-stage investing carries its own unique risk profile and for our clients,
warrants a separate class all together. The stakes are high, so too can be the profits.
Investing in Real Estate, outside of your personal residence, takes multiple forms including active ownership (think flipping houses) passive ownership
(limited partnership) or distanced ownership (REITs.) Most importantly when investing in Real Estate we follow the old saying: When Real Estate is good, it’s
really good. When it’s bad, it’s really bad.
Low Risk Assets typically provide assurances, guarantees or low correlation to traditional market assets like stocks and bonds. We use low risk assets
to provide predictability, certainty and tax benefits that clients prefer for a portion of their assets.
Through our FOUR portfolios, we give clients exposure to investments that are normally used by high net-worth families to super charge their
investments, which are generally illiquid, and are positioned to become more dominant in the future
We achieve this by tilting part of the portfolio towards wealth accumulation, life insurance, private equity, venture capital, innovation and real estate

16. OUR SERVICES
FAMILY OFFICE EXPERIENCE
& BUSINESS ADVISORY

17. Family Office Experience
We understand the complexities of managing
substantial wealth and the professional advisors
required to execute a multi-generational wealth
strategy. We also understand the time it requires, and
how little time our clients have. So we coordinate all
aspects of your financial life, in one place.
• Wealth Management
• Tax Planning
• Trusts and Estates
• Retirement Planning
• Insurance Advisory
• Charitable Planning
• Business Advisory
• Private Banking

18. Business Advisory
• Wealth Transfer Planning
• Accounting Managed Services
• Executive Compensation Strategies (Deferred Compensation and
Equity Rights)
• Valuation Services
• Strategic Tax Advisory
• Business Sale to Third Party Buyers
• Internal Sale to Family, Management Team, or ESOP’s

19. OUR TEAM
A WASHINGTON BUSINESS JOURNAL BEST PLACE
TO WORK 2021

20. Joe Cope, CFP Co-Founder and Managing Partner
Joseph Cope works with clients
nationally, helping families build
better futures. He is a passionate
communicator and educator. He
values building trust with his
clients and deliver's guidance in
a digestible and relatable way.
Approaching two decades as an
advisor, he specializes in strategic
wealth management, advanced
estate and tax planning.
Originally hailing from Massachusetts, Joe attended The George
Washington University, fell in love with DC, and has made it his home
since. He is actively involved in his faith community as well as serving DC’s
refugee population and children’s related programs. When not working,
you will find him playing golf, soccer, and enjoying Arsenal FC early on the
weekends. Joe resides in Arlington, VA with his beautiful wife Jenna. They
borrow their neighbor’s dog (Griffin) to scratch the itch because they still
like to travel.

21. Luis Corrales, CExP Co-Founder and Managing Partner
Luis Corrales serves over 400
families and small businesses in
the Greater Washington, DC area
to better manage and optimize
their financial affairs. His efforts
are focused on corporate
executives with concentrated stock
positions, self-employed
professionals and business owners
on tax mitigation strategies. He has
been recognized by various leading
financial institutions over the years and has also spoken at notable
industry events. He hails from Lima, Peru and moved to the U.S. at the
young age of 10. He graduated from American University's Kogod School
of Business in 2008 with a degree in Business and Finance. He is actively
involved with AU’s Latino Alumni Alliance, and the Young Alumni Chapter.
Luis and his wife, Mary, live in DC with their one-year-old son, Oliver, and
puppy Otis.

22. Investment & Financial Planning Team
Stephen “Leye” Adekeye, CFA, CFP
Leye Adekeye is a Wealth Advisor and Portfolio Manager. He serves clients in building towards their financial goals, as well as
coordinates investment management.
Leye has global experience working as an investment analyst, portfolio manager, and wealth manager, serving individuals and
institutional clients. He is a CFA charter-holder, a CFP certificant and Virginia Life, Health and Annuities agent. He attended New
York University, Hong Kong University of Science and Technology and Lagos Business School.
He lives in Virginia with his wife and two daughters, all of whom enjoy traveling. In his spare time, Leye loves to draw still art and
each summer, you will find him watching soccer and rooting for his favorite team, Arsenal FC.
Kelly Oliver
Kelly Oliver is a Client Relationship Manager. Kelly
coordinates with the planning process and client
experience. She works closely with other team
members customizing services to meet each client’s
unique needs. Kelly has worked in the financial services
industry for over three years. She grew up in
Tallahassee, Florida and graduated with her Bachelor’s
degree from Florida State. In her free time, she loves
exploring DC, cooking and spending time with her
puppy.
Karla Fitzgerald
Karla Fitzgerald is a Client Relationship Manager. She
works tirelessly behind the scenes directing our client
on-boarding processes and ensuring smooth
operations. She is originally from Brazil where she
completed her undergraduate studies and acquired
her MBA. Karla greatly enjoys hiking with her dog and
spending time outdoors with her camera, She resides
in Florida with her husband and is looking forward to
her next trip back to Brazil.

23. Compliance & Operations Team
Luisa Diaz
Luisa Diaz is the Director of Operations. She oversees our internal processes and client experience. Luisa has spent a
decade in the financial services industry, most recently as VP of Operations for a $25 billon AUM RIA.
Luisa moved to the US with her family at the age of seventeen from El Salvador. She holds an MBA from University of
Maryland University College, a MS with a concentration in accounting from Strayer University, and a doctorate in Business
Administration from the University of Maryland. She resides in Maryland with her husband and three children.
Megan Moran
Megan Moran is the Marketing
Coordinator and Operations
Associate. She is responsible for the
company’s marketing strategy, as well
as working with other team members
in both operations and client services.
Megan attended the University of
North Carolina at Greensboro to play
volleyball, and she graduated with her
Bachelor’s Degree in Marketing. In her
free time, she enjoys spending time
with friends and family, and exploring
new restaurants.
Anna Collins-Davila
Anna Collins-Davila is the Insurance
Operations Specialist and lead Case
Manager. She facilitates smooth
backstage operations for advisors and
clients in our financial planning
process. Anna grew up in Thomasville,
GA and graduated from the Stetson
School of Business and Economics at
Mercer University. She currently lives
with her husband in Thomasville, and
they enjoy attending concerts.
Martin Perez
Martin Perez is a Marketing Specialist with
Cope Corrales with a passion for marketing
and building brand awareness. He works
with the rest of the team on existing
marketing projects and crafts new
initiatives for the firm. Martin has
accumulated over 5 years of marketing
experience in retail, defense, and financial
industries. He grew up in Miami, Florida
and graduated with his Bachelor’s Degree
in Marketing from The University of Central
Florida. During his free time, he enjoys
playing drums, riding his bike, and travelling
to national parks around the country.

25. GIP: Government Industry Partners
Webinar Series - 2022
Thank you for participating!
Put on a webinar with us!
INFO & PRICING:
hello@JenniferSchaus.com

26. GIP: Government Industry Partners
Webinar Series - 2022
Reach US Federal Contractors
in a 1, 2 or 3 part
webinar series.
We promote, host and record
your webinar.
Promoted via newsletter
(23k+ subscribers;) and
Linkedin (24k+ followers)
Put on a webinar with us!
INFO & PRICING:
hello@JenniferSchaus.com

27. GIP: Government Industry Partners
Webinar Series - 2022
Put on a webinar with us!
INFO & PRICING:
hello@JenniferSchaus.com

28. GIP: Government Industry Partners
Webinar Series - 2022
Put on a webinar with us!
INFO & PRICING:
hello@JenniferSchaus.com