We primarily represent entrepreneurs with emerging and start-up businesses, including entity structure, management, taxation, relationships, Angel, Seed, VC financing, and strategic planning. We have represented numerous clients on convertible note and SAFE financings up to $2.5MM, several Series A financings, M&A transactions from $1MM to over $100MM in value, multiple Reg D and Reg CF offerings, and the formation of private equity funds and hedge funds.

Volunteer mentor providing guidance to ITEN startups regarding pitch methods, legal issues, fundraising strategies, business model, and competitive differentiation.

Founder & CEO of in-development online financial planning and guidance platform for all American workers.

David Weaver is an attorney and entrepreneur with more than 25 years of experience who serves established business owners with generational succession and transitions of privately held businesses, and sales of businesses, with a unique focus on the financial goals of business owners. He serves entrepreneurs with emerging and start-up businesses, including entity structure, management, taxation, relationships, Angel, Seed, VC financing, and strategic planning. David has extensive experience with employee retirement, health and welfare benefits, and executive and deferred compensation.For over 13 years, David successfully conceived, developed, and brought to market innovative financial solutions and strategies, in particular related to retirement, employer sponsored plans, and business owner financial planning. He also consulted with hundreds of business owners nationally, helping them identify their needs, goals, and the range of solutions beyond financial products. Before that, David represented primarily privately held businesses and entrepreneurs, helping them find strategic solutions, from start-up through financing and growth through to succession or sale, as well as resolve complex ERISA, tax, and employee benefit matters. His combination of experience led him to appreciate even more how the strategic, economic goals must inform and guide technical implementation.

Director level position assisting a wide range of complex firm initiatives.Provided strategic direction of employer and individual retirement, estate planning and insurance strategies, tax guidance, and developed products, strategies, communication, and training resulting in significant business to Edward Jones and its financial advisors. Key results:• Development and marketing of Edward Jones Owner K and Owner DB plans - From launch, 0 plans, $0 assets to > 10,000 plans, >10% market share, and > $1 Billion AUC in 5 years.• Marketing strategies that communicated client guidance (examples include "Pail, Bucket, Barrel" to convey plan selection to both advisors and clients, Roth Conversion and Tax Diversification Strategies).• Developed training programs delivered in-person, online, and thru webinar. Ranged from short, targeted sessions to multi-day programs, with topics from comprehensive goals-based financial advice, to specific issues, including individual and employer-related retirement, business owner financial advice, and insurance planning.• Guided development of advisory platforms specifically used with qualified retirement plans.• Developed unique client needs-focused framework for serving business owners and high-net-worth clients, and delivered related training and marketing.• Presented at over 500 events, to various local and regional audiences, including clients, financial advisors, and educational events for attorneys and accountants.• Over 50 appearances on Edward Jones broadcasts to financial advisors or external professionals.• Author of numerous publications to clients and external professionals on tax, financial planning, retirement, and fiduciary issues.• Developed and delivered groundbreaking training programs for top-producing financial advisors on the process of serving complex clients.• Directly consulted on > 500 individual cases for high net worth and business owner clients.

Suelthaus & Walsh, PC, St. Louis predecessor to Polsinelli. Associate then Principal beginning 1997. Focus was representing and guiding privately-held businesses and entrepreneurial ventures from start-up to succession or sale. Practice focused on business representation (formation, entity creation and governance, M&A, start-up ventures and funding, taxation, succession planning) and employee benefits (ERISA, tax, qualified plans, welfare benefit plans, executive employment agreements, current and deferred compensation, stock options).

Associate Attorney specializing in ERISA, Tax, and Business Law

Associate Attorney specializing in ERISA and Tax

Judicial Clerk