LEGACY TEAM ASSOCIATES
Legacy Team Associates helps business owners maximize the value of their life's work through strategic exit planning, confidential business sales, acquisitions, and growth capital.
"I cannot recommend Sheree highly enough. She was absolutely essential in the successful sale of my home care agency. Not only did she get it sold in under two months, but she secured the exact price I was aiming for. Her professionalism, responsiveness, and attention to detail made all the difference."
Rol B.
Business Seller
"Working with Sheree was such a pleasant experience. She is very professional, organized and results focused. Her determination resulted in my business receiving multiple approvals and ultimately being funded through one of her partners. I am extremely pleased with the level of services we received."
Michelle Anthony
Small Business Owner
"Having dealt with many commercial real estate agents during my career, I can say Sheree is every bit their equal if not better. Punctuality and follow up are two of her many strengths. She has a very good sense for getting to the heart of the issue. Highly recommend."
Gregory Coyle
Business Investor
"We worked with Sheree Jones at Legacy and she did a fantastic job. Not only does she handle business, but she also takes time to make sure her clients are comfortable before final decisions are made. Sheree immediately earned our trust."
Jessica Gent
Business Seller
"Working with the team at Legacy Team Associates has been such a smooth experience. Their communication is excellent, and they're always pleasant to work with. I would highly recommend them!"
Misael De La Torre
Client
"Sheree is professional, knowledgeable, and resourceful. She identified multiple lenders to address my specific needs. She kept me organized throughout the application process and communicated frequently. She operates with the utmost integrity."
Roslyn Houston
Business Owner
"Sheree Jones did an amazing job matching me with the perfect lender that provided me funding to rehab my investment properties. She went above and beyond to help find the perfect contractor. She eased my anxiety throughout the whole tedious process."
Charmene Johnson
Real Estate Investor
"Sheree exhibits a deep understanding of the intricacies of the mortgage industry. Her commitment to transparency and clear communication sets her apart, providing clients with confidence and trust throughout the entire process. I wholeheartedly recommend Sheree Jones."
Michelle A.
Owner, MADOJEM LLC
"Sheree was great to work with. She has a lot of relationships with different lenders and has a thorough understanding of the loan process. She worked really hard for us to close multiple refinance loans and we will definitely be using her again."
Kevin Snow
Real Estate Client
"Sheree Jones is awesome. She works very hard and helps her clients to the best of her abilities. Anyone would have a pleasant experience with her."
Mohammed M Uddin
Client
"Sheree was extremely helpful in our process, from understanding our needs, providing consulting and guidance, to helping manage communication and documentation throughout. She was very attentive and responsive. I highly recommend her services."
Rick Noelte
Business Seller
"As a Broker, Sheree was involved through the entire process minute by minute, day by day. She was the BEST support system any Title Company or Lender could ask for ensuring a smooth outcome to every closing."
Justin Kuester
Title Professional
"Ms. Jones presents with professionalism, always providing a wealth of knowledge in her area of expertise. I would highly recommend the Legacy Team — they are first in class, keeping the customer first in realization of goals."
Sheila Hall-Onley
Client
"Sheree helped me get started with my investment portfolio and made the process extremely simple. I closed on 2 properties within months. She made me feel like I was her only client. I highly recommend her to anyone investing in real estate."
Frinso Padavil
Real Estate Investor
"Sheree and her team have been amazing! She is thorough and follows through on the plans she helps create. All I had to do was follow her lead. Her contributions saved me a ton of time and stress!"
Kay
Real Estate Client
"Sheree Jones has incredible skills. She is the reason my business was fortunate to obtain the services of Gulf Coast Bank. Now I have funding for my small business."
Jermaine Wilson
Owner, Wilson & Company Inc.
"Very excellent and thorough team. Working with Sheree was a breeze, and she was very knowledgeable about all stages of the process. Her guidance is unparalleled for new investors. She made my experience wonderful."
Anuoluwapo Akeredolu
New Investor
"I never encountered a consultant of your caliber who always stays in contact on any given day. I really appreciate you and look forward to working with you soon."
Antonio Johnson
CEO, Intelligent Investments LLC
"With Sheree and Legacy Team Associates as my broker, we were able to get financing and close in a matter of weeks on a very difficult refinance. You got the job done!"
Donald Retemiah
Real Estate Client
"I recently worked with Sheree on a transaction and she made the process seamless. She was accommodating and very responsive. I look forward to working with her again!"
Brandy Packer
Transaction Partner
"Sheree at Legacy Team Associates was awesome! She connected me with the perfect Business Loan Officer and I received funding within a week!!"
Nicole Williams
Business Owner
"The Legacy Team was very hands on and outstanding to work with. Sheree ensured that the documents requested were correct and delivered in a timely manner to make our loan process quick and seamless."
William Scott
Client
"Sheree has been wonderful to work with. A wealth of knowledge and very resourceful. Always professional and we will be using her again in the near future."
Arthur Davis
Client
"It was a pleasure working with Sheree. Very professional and responsive. I would highly recommend her as a broker when in the market to acquire a business."
Mukarram Khan
Business Buyer
"It was a pleasure working with Sheree. Very knowledgeable of the industry and processes. Straightforward and clear about what is needed. And she actually delivered more than promised!"
Ben Akintan
Client
"Sheree is the best at what she does!"
Gamaliel De La Torre
Client
"Very customized, ability to cover a wide range of needs, professional and knowledgeable! I have built great business credit and obtained funding for an investment. I will continue to use Legacy Team!"
Kimberly Graham
Business Owner
"Sheree was professional, personal and negotiated an advantageous deal for us. BRAVO!"
Phillip Zinni III
Client
"Very nice to work with and extremely knowledgeable on a lot of financial situations. I enjoyed working with Legacy Team Associates!"
Roman Stoltzfus
Client
"My 'Go To' in a crisis — very professional and supportive of all my partners and clients' needs. Very grateful for this LTA team and their ability to be a dedicated resource to small businesses."
Roy White
Client
"I cannot recommend Sheree highly enough. She was absolutely essential in the successful sale of my home care agency. Not only did she get it sold in under two months, but she secured the exact price I was aiming for. Her professionalism, responsiveness, and attention to detail made all the difference."
Rol B.
Business Seller
"Working with Sheree was such a pleasant experience. She is very professional, organized and results focused. Her determination resulted in my business receiving multiple approvals and ultimately being funded through one of her partners. I am extremely pleased with the level of services we received."
Michelle Anthony
Small Business Owner
"Having dealt with many commercial real estate agents during my career, I can say Sheree is every bit their equal if not better. Punctuality and follow up are two of her many strengths. She has a very good sense for getting to the heart of the issue. Highly recommend."
Gregory Coyle
Business Investor
"We worked with Sheree Jones at Legacy and she did a fantastic job. Not only does she handle business, but she also takes time to make sure her clients are comfortable before final decisions are made. Sheree immediately earned our trust."
Jessica Gent
Business Seller
"Working with the team at Legacy Team Associates has been such a smooth experience. Their communication is excellent, and they're always pleasant to work with. I would highly recommend them!"
Misael De La Torre
Client
"Sheree is professional, knowledgeable, and resourceful. She identified multiple lenders to address my specific needs. She kept me organized throughout the application process and communicated frequently. She operates with the utmost integrity."
Roslyn Houston
Business Owner
"Sheree Jones did an amazing job matching me with the perfect lender that provided me funding to rehab my investment properties. She went above and beyond to help find the perfect contractor. She eased my anxiety throughout the whole tedious process."
Charmene Johnson
Real Estate Investor
"Sheree exhibits a deep understanding of the intricacies of the mortgage industry. Her commitment to transparency and clear communication sets her apart, providing clients with confidence and trust throughout the entire process. I wholeheartedly recommend Sheree Jones."
Michelle A.
Owner, MADOJEM LLC
"Sheree was great to work with. She has a lot of relationships with different lenders and has a thorough understanding of the loan process. She worked really hard for us to close multiple refinance loans and we will definitely be using her again."
Kevin Snow
Real Estate Client
"Sheree Jones is awesome. She works very hard and helps her clients to the best of her abilities. Anyone would have a pleasant experience with her."
Mohammed M Uddin
Client
"Sheree was extremely helpful in our process, from understanding our needs, providing consulting and guidance, to helping manage communication and documentation throughout. She was very attentive and responsive. I highly recommend her services."
Rick Noelte
Business Seller
"As a Broker, Sheree was involved through the entire process minute by minute, day by day. She was the BEST support system any Title Company or Lender could ask for ensuring a smooth outcome to every closing."
Justin Kuester
Title Professional
"Ms. Jones presents with professionalism, always providing a wealth of knowledge in her area of expertise. I would highly recommend the Legacy Team — they are first in class, keeping the customer first in realization of goals."
Sheila Hall-Onley
Client
"Sheree helped me get started with my investment portfolio and made the process extremely simple. I closed on 2 properties within months. She made me feel like I was her only client. I highly recommend her to anyone investing in real estate."
Frinso Padavil
Real Estate Investor
"Sheree and her team have been amazing! She is thorough and follows through on the plans she helps create. All I had to do was follow her lead. Her contributions saved me a ton of time and stress!"
Kay
Real Estate Client
"Sheree Jones has incredible skills. She is the reason my business was fortunate to obtain the services of Gulf Coast Bank. Now I have funding for my small business."
Jermaine Wilson
Owner, Wilson & Company Inc.
"Very excellent and thorough team. Working with Sheree was a breeze, and she was very knowledgeable about all stages of the process. Her guidance is unparalleled for new investors. She made my experience wonderful."
Anuoluwapo Akeredolu
New Investor
"I never encountered a consultant of your caliber who always stays in contact on any given day. I really appreciate you and look forward to working with you soon."
Antonio Johnson
CEO, Intelligent Investments LLC
"With Sheree and Legacy Team Associates as my broker, we were able to get financing and close in a matter of weeks on a very difficult refinance. You got the job done!"
Donald Retemiah
Real Estate Client
"I recently worked with Sheree on a transaction and she made the process seamless. She was accommodating and very responsive. I look forward to working with her again!"
Brandy Packer
Transaction Partner
"Sheree at Legacy Team Associates was awesome! She connected me with the perfect Business Loan Officer and I received funding within a week!!"
Nicole Williams
Business Owner
"The Legacy Team was very hands on and outstanding to work with. Sheree ensured that the documents requested were correct and delivered in a timely manner to make our loan process quick and seamless."
William Scott
Client
"Sheree has been wonderful to work with. A wealth of knowledge and very resourceful. Always professional and we will be using her again in the near future."
Arthur Davis
Client
"It was a pleasure working with Sheree. Very professional and responsive. I would highly recommend her as a broker when in the market to acquire a business."
Mukarram Khan
Business Buyer
"It was a pleasure working with Sheree. Very knowledgeable of the industry and processes. Straightforward and clear about what is needed. And she actually delivered more than promised!"
Ben Akintan
Client
"Sheree is the best at what she does!"
Gamaliel De La Torre
Client
"Very customized, ability to cover a wide range of needs, professional and knowledgeable! I have built great business credit and obtained funding for an investment. I will continue to use Legacy Team!"
Kimberly Graham
Business Owner
"Sheree was professional, personal and negotiated an advantageous deal for us. BRAVO!"
Phillip Zinni III
Client
"Very nice to work with and extremely knowledgeable on a lot of financial situations. I enjoyed working with Legacy Team Associates!"
Roman Stoltzfus
Client
"My 'Go To' in a crisis — very professional and supportive of all my partners and clients' needs. Very grateful for this LTA team and their ability to be a dedicated resource to small businesses."
Roy White
Client
WHO WE HELP
Maximize your exit
We help you prepare, position, and sell your business for maximum value — strategically and discreetly.
Acquire strategically
Whether it's your first acquisition or your tenth, we connect you with the right opportunities and guide every step.
Fund your growth
From SBA loans to growth capital, we connect you with the right financing to acquire or scale your business.

PROVEN RESULTS
30+
Years of Experience
100%
Client Confidentiality
5★
Client Rated
"Your business is more than a transaction. It's your life's work, and it deserves a strategic partner who understands its true value."
— SHEREE JONES
The Woman Behind the Mission
"Legacy isn't just about what you build. It's about what endures long after you've moved on."
With over 30 years of experience in sales and consulting, I am a tenacious, out-of-the-box dealmaker dedicated to getting results. I specialize in helping clients navigate business acquisitions, execute strategic exits, and secure growth-focused capital solutions—all with one mission: to help you build and preserve your legacy.
As the founder of Legacy Team Associates, a boutique business brokerage and commercial financing firm established in 2017, I bring a hands-on, relationship-driven approach to every deal. My passion lies in empowering entrepreneurs, business owners, and investors to scale smartly, exit profitably, and create generational wealth.
Before launching Legacy Team Associates, I spent two decades building high-impact partnerships in the healthcare industry. Today, I continue that legacy of trust and excellence by serving as a dedicated guide through some of the most important financial decisions business owners will ever make.
Mission
To revolutionize financial literacy in our communities—empowering individuals and families to create generational wealth and lasting legacies through entrepreneurship, ownership, and strategic financial growth.
Beyond business, I'm a proud mother of two and a passionate advocate for legacy-building. I lead by example, demonstrating how financial independence and multiple income streams can change the future—for our families and our community.
Years in sales, consulting, and business development
Launched her entrepreneurial journey
Capital advisor and exit planning strategist building generational wealth

Your Journey
Whether you're selling, buying, or investing — we guide every step of your journey.
Download Exit Ready Guide
Receive 5-email strategy sequence
Book free consultation
Receive Exit Readiness Assessment
Become a client
Download Franchise vs Independent Guide
Complete Buyer Profile
Schedule acquisition strategy call
Get matched with listings
Investor Inquiry
Tell us a bit about your investment goals and our team will reach out with relevant opportunities.
Start the Conversation
Every great exit begins with a single conversation. Tell us about your business and your goals, and we'll show you exactly how we can help you maximize your outcome.