VISION & MISSION

 

Legacy Forum strives to be…

the most effective and respected executive mastermind platform designed exclusively for successful professional service providers.

 

Legacy Forum is…

a community within which each member can find and express his or her best self, providing more meaning in his or her life and legacy.

LEADERSHIP

Legacy Forum was founded by Davis and Karen Blaine. Davis serves as the organization’s CEO (Chief Experience Officer).

Davis Blaine has spent more than 40 years as a professional, entrepreneur, and business owner focused on the areas of business valuations, appraisals, and investment banking. He has founded numerous highly successful organizations, and is currently the Chairman of The Mentor Group and Mentor Securities and Legacy Forum. He is also the founder and former managing partner of Provisors, one of the country’s premier network organizations for professional service providers.

Legacy Forums are led by highly-experienced professionals. These professionals are successful in their own fields and have extensive leadership experience. They have all been trained in Legacy Forum’s unique method of leadership and forum facilitation.

  • Legacy membership has undoubtedly enhanced my professional standing among my fellow legacy members. In individual meetings, the dialogue is collegial with in-depth discussions on how we can be consulting partners helping each other in our professions and operations. Legacy is both socially and professionally rewarding.

    Chuck Kiskaden

  • “I have been a Forum Leader since the inception of Legacy. Legacy has been extremely helpful to my Forum members and myself in providing high-level insight into issues that come up as we operate our respective businesses. As a side benefit, our Forum members have gotten to know each other quite well which has resulted in a continuing flow of commerce. I am extremely happy with my participation in the Legacy Forum.”

    Gary L. Barr, Esq

  • "Legacy Forum has allowed me to truly understand the nature of my co-members businesses and keep them top of mind for referrals. They have each taught me so much that I ever knew about their respective industries. Working on business and personal issues that involve the whole person is extremely rewarding. I love our group."

    Jerri Hemsworth

  • “Legacy Forum has provided me with an Advisory Board of high level professionals that allow me the opportunity to receive advise, recommendations and solutions to issues that come up in my professional and personal life.  I also have been able to provide my own personal experiences that give insight to others as to what has,  and just as importantly, has not worked in my own professional and personal life.  Making new friends and creating stronger business relationships have provided me with new referrals from other members that turned into more profit for my own practice.”

    E. Mark Fishman,MSPA, FCA, MAAA

  • “The experiences and wisdom of colleagues who may have experienced a similar issue that faces me can save many hours of heartache … and certainly highlight issues I have not considered before.  This interaction is most valuable, going well beyond dollars and cents.”

    Ed Poll, J.D., M.B.A., CMC