Our People

David H. Shlagbaum

David H. Shlagbaum Senior Counsel

David Shlagbaum is a member of the firm’s Business Law Practice, and is a member of the Family Business Law Group and Wills, Estates & Trusts Practice.

Practice

David has been working with business owners and their families for more than 30 years, guiding them through the transition and succession planning process, advising on governance models and shareholder arrangements, business acquisitions and sales, and resolving shareholder and partner disputes. David regards each family enterprise as unique, requiring a personalized approach and one that respects individual as well as collective goals. Through an engaged facilitative process, David works with his clients to develop transparency and trust and lay the groundwork for policies, governance structures and agreements designed to allow business owners and their families to live their vision and achieve their goals.

David has served as a member of the Advisory Board of Canadian Capital Magazine and is a frequent contributor to Advisor.ca, Advisor’s Edge, Canadian Capital Magazine and other publications. David has lectured at Ryerson University’s Ted Rogers School of Management and at York University’s Schulich School of Business. David has also presented at the University of Toronto’s Rotman School of Management, at the Canadian Chartered Professional Accountants Association and at numerous business forums for family business owners and entrepreneurs.

Professional Memberships

Member, Advisory Board, Business Transitions Forum
Member, Canadian Association of Family Enterprise (CAFE)
Member, Attorneys for Family Held Enterprises, U.S.A.
Member, Family Firm Institute (FFI), U.S.A.
Past President and Board Member, FFI Ontario Chapter Board
Member, Canadian Bar Association
Member, Canadian IT Law Association
Board Member, The Canadian Society for the Weizmann Institute of Science
Past Member, Canadian Capital Magazine, Advisory Board

Education

B.A. (Hons.), York University (1970)
LL.B., University of Toronto (1973)
Called to the Ontario Bar, 1975
Certificate in Family Business Advising, The Family Firm Institute
Certified Advisor, CAFE Certified Advisory Registry
Certificate in Alternative Dispute Resolution, University of Windsor Faculty of Law

Presentations and Publications 

  • Transition Planning, November 2015
  • What I Do, January 2015
  • Member, Board of Advisors, Business Transitions Forum (Toronto) May, 2019: Find out more
  • Speaker and Panelist, “2020 Vision: Gain Clarity on the Ultimate Sale of your Business”, co-sponsored by TD Wealth, Cranson Capital and
  • Business Transitions Alliance. November, 2017
  • Speaker, “The Business Transition Process: Peeling Back the Onion”, presented to Advocis – Peel Halton Chapter, April, 2017
  • Speaker, “The Business Transition Process: Peeling Back the Onion”, presented to the Estate Planning Council of Mississauga, February, 2017
  • Guest Lecturer, “The Family Business in Transition”, presented at Schulich School of Business, March, 2016
  • Speaker, “Why do I need a Shareholders’ Agreement – He’s my brother!”, presented at TD Wealth client retreat, November, 2015
  • Speaker and Panelist, “Tips, Traps and Trepidations”: What You Didn’t Know About Selling Your Business”, presented at the Mississauga Board of Trade’s Business Law Series “Will Your Business Die with You?”, June, 2015
  • Co-Presenter, “Family Dynamics: The Quicksand that Can Sink the Family Business – How to Get Unstuck”, presented at Pallett Valo’s Business Law Summit Series, April, 2015
  • Member of Advisory Committee, CPA Canada’s National Conference on Business Transitions, and Co-Presenter, “Expecting the Unexpected”, November, 2014
  • Guest Lecturer, ‘Governance and Tax Planning in the Family Business’ presented at Schulich School of Business, February, 2013
  • Speaker and Panelist, “Family Affair: A Panel Discussion on The Challenges and Benefits of Family-Managed Businesses” presented at Ryerson University’s Ted Rogers School of Management, moderated by Diane Francis, March, 2012
  • Speaker and Panelist, “Maximizing The Family Jewel: Transition Planning Strategies to Optimize Business Value” presented at Rotman School of Management, together with Tom Deans and Mark Groulx, November, 2011
  • Guest Lecturer, ‘Legal Aspects of Family Firms’, presented at Ryerson University’s Ted Rogers School of Management, April, 2011
  • Chair, Legal Netlink Alliance Fall Conference, October, 2010
  • Guest Lecturer, ‘Governance and Succession Planning in the Family Enterprise’, presented at Ryerson University’s Ted Rogers School of Management, April, 2010

Publications

We have used over 10 Pallett Valo lawyers on different matters and find that they are always responsive.
Dr. Don Pinchin, Pinchin Environmental Ltd.