Family Business Succession Planning

Family Biz Show - May 19th, 2020: Guest Speakers Mike Goldman & Cathy Carroll

The Family Biz Show

Season 1: Episode 5

How Family Business Leaders Can Create and Lead Incredible Teams

Join us this coming Tuesday, May 19th from noon till 1pm EST to learn what other family businesses are doing to Grow, Communicate, Stay Agile and Continue into the Next Generation.


Register for the webinar here:


During this live interactive webinar, Tuesday, May 19th from noon till 1pm EST, we will be focused on the following questions:


  1. The first decision every growing company must get right
  2. How to manage family members, and balance the family and non-family team.
  3. Traits to look for in new team members and how to interview for them.
  4. How to have difficult conversations to propel the team to new accomplishments.


This week’s guests:


Cathy Carroll, Founder of Legacy Onward, LLC.*

Cathy Carroll is founder and President of Legacy Onward, Inc., a leadership coaching firm helping family business leaders thrive.

After growing up around her grandfather’s business, Cathy pursued a 20-year corporate career as an actuary at Hewitt Associates and a corporate executive at Sabre Inc., and United Airlines before leaving to run her father’s business.   As President & COO of Pro Equine Group, she was responsible for five companies that manufacture and distribute equipment serving the team roping market.

After turning the company around, Cathy left to start Legacy Onward, bringing leadership and executive coaching services to family businesses.

Cathy earned a leadership coaching certificate at Georgetown University, an MBA at the University of Chicago Booth School of Business, and a BA at Boston College.  She is also a Professional Certified Coach (PCC) in the International Coaching Federation and is certified in Hogan Assessments and The Leadership Circle 360.

Cathy serves on the Board of three family businesses in the US. An active member of the community, Cathy serves as Treasurer of the Georgetown ITL Network and is a founding board member of A Leg To Stand On which provides prosthetic limbs to children in developing countries.  Cathy lives in San Antonio, TX with her husband, stepson and puppy.


Mike Goldman, President of Performance Breakthrough*


Mike Goldman is the best-selling author of Performance Breakthrough and Breakthrough Leadership Team. He is also a nationally recognized speaker and leadership team coach. He founded Performance Breakthrough in 2007 to help mid-sized companies achieve dramatic business growth by working with leadership teams to ensure they have the right people, strategies and execution habits for growth.  Mike has over 30 years of experience consulting and coaching companies from the local entrepreneur to the Fortune 500. Throughout his career, he helped companies like Verizon, Disney, Polo Ralph Lauren, Chanel, Dillard’s, Liz Claiborne and Levi Strauss.

He’s is a certified Gravitas Impact, Five Dysfunctions of a Team and 3HAG coach, as well as an NLP Master Practitioner and Master Hypnotherapist.

Mike’s clients value his vast experience and pragmatic approach. His dedication to serving his clients is always executed with incredible passion and energy. His no-nonsense, practical style enables individuals and teams to uncover opportunities and achieve revolutionary results with laser focus. Mike is a life-long learner. In fact, he often tells his clients that he if he’s gone ninety minutes without recommending a book, they should dial 911 because he might be having a stroke.

Register for the webinar here:


You don’t want to miss it!




Family Wealth and Legacy is a marketing name for registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. *Not affiliated with Lincoln Financial Advisors Corp.