Founders Hosts Heritage Forum

Founders hosted its first Heritage Forum from April 3rd – 5th at the beautiful Pursell Farms in Sylacauga, Alabama.  Participants enjoyed meaningful time of growth and fellowship in a collaborative gathering of high capacity leaders. The objective of the forum was to inspire and equip attendees with best practices for life and succession planning in a holistic manner with the goal of creating a Heritage Vision for lasting-Legacy.

Over the two-day Forum event, the 25 participants engaged in an interactive experience that included recreation, casual socializing, teaching, solo time for reflection, small group discussion, panel discussions, fireside chats and great meals. We also enjoyed lots of laughs with some comedy entertainment at the Jones Cottage following dinner the second evening. It was truly a wonderful time with a great group of men.

Some of the topics covered in the forum included:

  • Exploring your Why! (Purpose)
  • Living Life on Purpose (Intentionality)
  • Making the shift from Success to Significance (Fulfillment)
  • Generational Planning and execution (Legacy)
  • Stewardship and Generosity (Engagement)
  • Heritage Vision Process (Vision)

The Forum engaged participants in an interactive and collaborative Heritage Process, designed to prompt the exploration, development, and creation of their personal Heritage Vision©. The Vision (picture of a preferable future) includes every major aspect of one’s personal and professional life related to their purpose and legacy. Interactive sessions were facilitated by a team of very talented and experienced professionals who specialize in their respective areas of expertise within the realm of Heritage and Legacy Planning.


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About Founders Investment Banking

Founders Investment Banking (Founders) is a merger, acquisition & strategic advisory firm serving middle-market companies. Founders’ focus is on oil and gas, SaaS/software, industrials, internet, digital media and healthcare companies located nationwide, as well as companies based in the Southeast across a variety of industries. Founders’ skilled professionals, proven expertise and process-based solutions help companies access growth capital, make acquisitions, and/or prepare for and execute liquidity events to achieve specific financial goals. In order to provide securities-related services discussed herein, certain principals of Founders are licensed with M&A Securities Group, Inc. or Founders M&A Advisory, LLC, both members FINRA & SiPC. M&A Securities Group and Founders are unaffiliated entities. Founders M&A Advisory is a wholly owned subsidiary of Founders. For more information, visit