LEGACY TEAM ASSOCIATES

Sell Your Business. Buy the Right Business. Build Your Legacy.

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.

5-STAR RATED · TRUSTED BY BUSINESS OWNERS NATIONWIDE

"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."

RB

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."

MA

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."

GC

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."

JG

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!"

MD

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."

RH

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."

CJ

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."

MA

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."

KS

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."

MM

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."

RN

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."

JK

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."

SH

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."

FP

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!"

K

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."

JW

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."

AA

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."

AJ

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!"

DR

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!"

BP

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!!"

NW

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."

WS

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."

AD

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."

MK

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!"

BA

Ben Akintan

Client

"Sheree is the best at what she does!"

GD

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!"

KG

Kimberly Graham

Business Owner

"Sheree was professional, personal and negotiated an advantageous deal for us. BRAVO!"

PZ

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!"

RS

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."

RW

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."

RB

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."

MA

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."

GC

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."

JG

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!"

MD

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."

RH

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."

CJ

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."

MA

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."

KS

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."

MM

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."

RN

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."

JK

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."

SH

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."

FP

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!"

K

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."

JW

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."

AA

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."

AJ

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!"

DR

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!"

BP

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!!"

NW

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."

WS

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."

AD

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."

MK

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!"

BA

Ben Akintan

Client

"Sheree is the best at what she does!"

GD

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!"

KG

Kimberly Graham

Business Owner

"Sheree was professional, personal and negotiated an advantageous deal for us. BRAVO!"

PZ

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!"

RS

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."

RW

Roy White

Client

WHO WE HELP

How Can We Serve You?

I'm Selling a Business

Maximize your exit

We help you prepare, position, and sell your business for maximum value — strategically and discreetly.

  • Exit planning
  • Business valuation
  • Confidential sale
Start Your Exit Plan

I'm Buying a Business

Acquire strategically

Whether it's your first acquisition or your tenth, we connect you with the right opportunities and guide every step.

  • Buyer representation
  • Off-market opportunities
  • Acquisition consulting
Find Your Business

I Need Capital

Fund your growth

From SBA loans to growth capital, we connect you with the right financing to acquire or scale your business.

  • Acquisition financing
  • Growth capital
  • Commercial lending
Explore Financing

PROVEN RESULTS

We Help Clients
Achieve More

  • Sell businesses confidentially
  • Buy businesses strategically
  • Secure acquisition financing
  • Prepare businesses for maximum valuation
  • Build generational wealth

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

Meet Sheree Jones

"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.

30+

Years in sales, consulting, and business development

2017

Launched her entrepreneurial journey

Today

Capital advisor and exit planning strategist building generational wealth

Sheree Jones, Founder
Capital Markets Advisor
Healthcare Industry Expert
Division I Athlete
Entrepreneur Since 2017

Your Journey

A Clear Path Forward

Whether you're selling, buying, or investing — we guide every step of your journey.

Seller Journey

Download Exit Ready Guide

Receive 5-email strategy sequence

Book free consultation

Receive Exit Readiness Assessment

Become a client

Buyer Journey

Download Franchise vs Independent Guide

Complete Buyer Profile

Schedule acquisition strategy call

Get matched with listings

Investor Inquiry

Explore Investment Opportunities

Tell us a bit about your investment goals and our team will reach out with relevant opportunities.

Start the Conversation

Schedule Your Free
Exit Strategy Call

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.

100% confidential. No obligation. Sheree responds personally within 24 hours.

SJ

Stay Connected

The Legacy Newsletter

Weekly insights on exit planning, business valuation, and building generational wealth. Join business owners who are preparing for their most important transaction.

Legacy Team Associates

Legacy Team Associates helps business owners maximize the value of their life's work through strategic exit planning, confidential sales, and growth capital.

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