Building a business is one thing. Exiting it successfully is another.

In this 60-minute webinar, Shields Legal Group and Marshall & Stevens walk business owners through the legal, financial, and operational decisions that directly impact valuation and exit readiness. Whether you plan to sell in two years or ten, the steps you take today determine what your business will be worth tomorrow.

The webinar is divided into two high-value segments:

• A strategic expert briefing from legal and valuation professionals
• A candid fireside chat with business owners who have been through the process themselves

This is not theory. It’s the same framework used to prepare and sell multi-million-dollar companies.

Watch the Recording

David A. Shields advises business owners, executives, and financial institutions on how to maximize value and manage risk when growing or exiting companies. He serves as Co-Managing Shareholder of Shields Legal Group and works closely with founders navigating M&A, complex transactions, and high-stakes commercial matters.

David’s experience spans buy- and sell-side M&A, corporate reorganizations, investment transactions, and complex commercial litigation across industries ranging from real estate and banking to technology, healthcare, and multi-state operating companies. Known for his pragmatic, “get-it-done” approach, David focuses on protecting value, closing gaps, and helping clients move confidently from growth mode to exit-ready.

He regularly speaks on business strategy, risk management, and exit planning and hosts the podcast Like It’s Your Job, featuring candid conversations with business owners and leaders.

Shields Legal Group is a third-generation, Dallas-based law firm that serves as a strategic partner to entrepreneurs, family offices, and middle-market companies across Texas. Unlike traditional firms that focus solely on the law, Shields Legal is known for its integrated approach, combining deep legal expertise with high-level business acumen to help leaders navigate the complexities of scaling and exiting a business.

Marshall & Stevens is a premier business valuation and financial advisory firm based in Dallas-Fort Worth, Texas, recognized for its rigorous, data-driven approach to financial engineering. Marshall & Stevens serves as the analytical engine for business owners, executives, and advisors, providing the “hard numbers” and empirical evidence necessary to navigate complex transactions, and value creation planning. For almost 100 years, Marshall & Stevens has provided valuation and transaction advisory services to clients globally.