David Shields, Shields Legal Group P.C. | The Jeff Crilley Show

On this episode of The Jeff Crilley Show, Jeff sits down with David Shields, tax attorney and co-managing shareholder of Shields Legal Group P.C., to explore the complex legal landscape facing today’s business owners. David shares the story of his three-generation law firm and the philosophy that guides their work: tackling “hard stuff that has a big impact for good people.” The conversation spans corporate transactions, high-net-worth estate planning, commercial litigation, and the firm’s fast-growing cybersecurity and data privacy practice. David also explains his firm’s “Growth to Exit” model, a structured approach to preparing entrepreneurs for a business sale in the midst of the “silver tsunami.” Through powerful client stories, he highlights the importance of early planning and assembling the right advisory team to protect and maximize a lifetime of work.

Key topics:
- business law
- tax strategy
- mergers and acquisitions
- business exit planning
- commercial litigation
- estate planning
- cybersecurity and data privacy
- succession planning

Timestamped highlights:
- 02:15 — A Three-Generation Law Firm Story
- 03:46 — "Hard Stuff That Has a Big Impact for Good People"
- 04:50 — Four Core Practice Areas Explained
- 05:20 — Negotiating with Hackers: Cybersecurity Incident Response
- 06:15 — Introducing the "Growth to Exit" Model
- 07:25 — The Silver Tsunami and Business Sales
- 07:55 — Selling a Business Is Like Selling a House
- 09:00 — Resolving a 20-Year Family Litigation Case
- 09:40 — Helping Entrepreneurs Shift from Operator to Seller Mindset