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.
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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
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
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
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.
Years in sales, consulting, and business development
Launched her entrepreneurial journey
Capital advisor and exit planning strategist building generational wealth
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.
