Founders hosted its Spring Heritage Forum, April 10th – 12th at Pursell Farms. The third forum hosted of its kind, the Heritage Forum is Founders’ newest forum format, with a unique focus on the participant’s personal, family and business legacy. “Founders Advisors has extensive experience helping private owners grow their business and realize a liquidity event. This experience has exposed a deep desire to help private owners and their families prepare for the transfer of their business interests and wealth to the next generation,” said Duane Donner, Founders Advisors’ Managing Partner and creator of the new Heritage Forum concept.
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.
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)
Over the two-day Forum event, attendees enjoyed recreation activities, socializing with other business owners, time for reflection, small group discussions, panel discussions, fireside chats, delicious southern meals, and more.
About Founders Advisors
Founders Advisors (Founders) is a merger, acquisition, & strategic advisory firm serving middle-market companies. Founders’ focus is on energy, industrial, SaaS/software, value-added distribution, industrial technology, internet, healthcare, and digital media 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 of member 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, please visit www.foundersib.com.