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

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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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