David R. Valz

Practices

• Corporate Transactions & Securities
• Personal & Succession Planning

Professional Experience

David is a partner in the Corporate Transactions & Securities practice group. He also is a member of the firm's Personal & Succession Planning practice group.

A large part of David's practice is focused on advising privately held businesses on a wide range of issues including entity selection, formation, stockholder agreements, operating agreements, corporate governance, general contract review and other general corporate legal matters. He often functions in a general counsel capacity for clients who do not have in-house legal counsel.

David has represented numerous start-up and emerging growth companies on a broad range of matters including acquisitions, mergers/combinations, venture capital transactions and the like.

In addition, David has 15+ years of extensive experience in succession planning for privately held businesses, advanced estate and tax planning, and multi-generational wealth transfer planning.

David is licensed to practice in Ohio, Kentucky and the U.S. District Court for the Southern District of Ohio.

Education

• Salmon P. Chase College of Law, J.D., 1994, cum laude, NKU Law Review
• Vanderbilt University School of Engineering, B.S., 1991, engineering and economics (double major), cum laude

• Extensive transactional experience representing privately held businesses in connection with mergers, acquisitions, recapitalizations, joint ventures and restructurings.
• Handled multiple brand acquisitions from The Procter & Gamble Company.
• Represented client through complex $100+ million business combination transaction.
• Conducts/assists with annual meetings of privately held companies.
• Represented borrowers in work-out scenarios.
• Drafted numerous stockholder agreements, buy-sell agreements and succession plans for privately held businesses.
• Designed comprehensive estate and succession plans ranging from the very modest to large and sophisticated.
• Drafted numerous irrevocable trusts, generation-skipping trusts, intentionally defective irrevocable trusts, etc.
• Resolved IRS gift and estate tax audits involving valuations of closely held entities and assets.
• Extensive experience in advanced estate planning (preparation of irrevocable trusts, revocable trusts, gift trusts, insurance trusts, qualified personal residence trusts, charitable remainder trusts, grantor retained annuity trusts, etc.).
• Represents affluent families with complex personal and financial circumstances, including highly appreciated, non-liquid assets.