David represents privately held businesses and tech start-ups, successfully guiding them toward strategic solutions, from the start-up phase to financing and growth through to succession or disposition. He has represented or mentored several start ups that have been selected for top accelerators, including Y Combinator, TechStars, Alchemist, Capital Innovators, and the Ameren Energy Accelerator.
In addition to his legal practice, David led development and brought to market innovative financial solutions and strategies, in particular related to retirement and, employer-sponsored plans and owner financial planning, for a top-5 broker/dealer, where he also consulted with hundreds of business owners, helping them identify their needs, goals, and a range of solutions beyond financial products. The combination of these experiences led David to appreciate how the strategic, economic goals of his clients must inform and guide technical implementation, and how legal, accounting, financial, and strategic guidance work together.
