Ensure your business thrives beyond your leadership and secures your family’s future.

Start Planning Your Legacy

Insurance is a financial tool & asset when used strategically!

Protect Your Legacy.
Plan Your Exit.

60% of small businesses have no formal succession plan, risking their long-term survival. Without a clear exit strategy, your life’s work could lose value—or fail altogether. Leadership gaps, poor succession planning, or unclear financial structures can leave businesses vulnerable. We help you design an exit strategy that protects your business and secures your personal legacy.

Succession Planning

Ensure smooth leadership transitions.

Exit Readiness Strategies

Maximize your company’s valuation for a future sale.

Asset Protection

Safeguard your personal wealth during the transition.

Legacy Protection

Ensure your business’ impact continues for generations.

Our process is simple but powerful

How we work to achieve your goals

start with a conversation

We discuss your current situation, past efforts & ideal outcomes / goals.

research & strategize

We explore the best options based on your needs.

present tailored solutions

We provide clear strategies designed for the desired impact.

partner for success

We implement your strategy and provide continued guidance.

real world use cases

Passionate. Dedicated. Professional.

what people are saying

We care about our clients…and it shows!

Quotes Dark

I really appreciated Tanisha’s insight and candor in helping me with my business. She is knowledgeable, tactful and patiently listens. She also gave me some points to start working on. I definitely recommend her services.

A. Jackson

Quotes Dark

Tanisha is amazing! Helped me with every step of the way! Was able to help me find a plan that best fit my needs. Recommend her to anyone.

Karen G.