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Sheree C. Jones
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30+ Years of Winning Deals—Let’s Build Your Legacy

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Legacy Team Associates

Odenton, Maryland

Established in 2017, our firm specializes in guiding entrepreneurs and business owners through high-impact acquisitions, strategic exits, and growth-focused capital solutions. With a reputation built on 5-star client reviews, we pride ourselves on delivering personalized, results-driven brokerage services that go beyond the transaction—helping clients build, protect, and ultimately monetize their legacy.

Led by a seasoned broker with over 30 years of sales and consulting experience, we bring a unique blend of tenacity, creativity, and deal-making expertise to every engagement. Whether you're looking to scale through acquisition, sell at maximum value, or raise capital to unlock new opportunities, we offer the insight, network, and execution to get you across the finish line with confidence.

Your legacy is our mission. Let’s make it count.
Services Offered
We offer a full suite of brokerage and advisory services designed to support business owners and entrepreneurs through every critical phase of growth and transition. Our core focus areas include:

? Acquisitions
Whether you're a first-time buyer or a seasoned investor, we help you identify, evaluate, and close high-value acquisition opportunities. Our team brings strategic insight, deep market knowledge, and expert negotiation skills to ensure your next move aligns with your long-term goals.

? Strategic Exits
When it’s time to sell, we work with you to position your business for maximum valuation. From business readiness assessments and confidential marketing to buyer vetting and deal structuring, we guide you through a seamless, profitable exit—while preserving the legacy you’ve built.

? Growth-Focused Capital Solutions
Access to capital is key to scaling. We help clients raise the right kind of funding—whether through private investors, equity partners, or strategic lenders—to fuel expansion, acquire new assets, or restructure for growth. Every solution is tailored to support your vision and long-term success.
About

About the Founder
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 both your family and your community.

Expertise

Experienced in but not limited to the following services and sectors. Contact for a full list.

  • Financial Services
  • Service Businesses
  • Health Care & Fitness
Areas Served
Languages

English

Links
Affiliations
  • BS in Marketing and Legal Studies, Temple University - 4 year track and field scholarship recipient
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Contact Sheree C. Jones

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