Become A Member

Legacy Forum Member Venn Diagram
Membership in Legacy Forum is by invitation only. To maintain the non-competitive, high integrity, and confidentiality inherent in each group, each prospective member is screened and vetted.
If you meet our criteria for a professional service trusted advisor and have an ownership/management role in your company, please complete the attached application. Then, we will determine if there is a forum group with availability for you. If so, you will be asked to guest at a regular meeting. After that guesting, the group will approve your joining.
QUALIFICATIONS

Owner / Management
Experienced
Expertise
Center of Influence
Significant Client Base
Middle Market Focus
Credentialed
Active Referrer
Ethical
Team Player

VALUES

Honesty
Integrity
Confidentiality
Collegiality
Accountability
Relevancy
Shared Experience
Results

CHARACTER TRAITS

Committed
Confidential
Accountable
Honest
Energetic
Dedicated
Proactive
Connector
Relevant