About Eques Finance
Eques Finance was founded to provide dedicated, professional financial services to business owners, family offices, and investors. We bring clarity, structure, and predictability, and instill financial discipline that enables and supports rapid growth and helps underperforming businesses recover and turn around. We allow management to focus on business growth and investors to allocate capital prudently.
George is a seasoned CFO and former Citibank banker with 25+ years of experience in strategic and operating finance, helping businesses to grow. As CFO, George worked at small- and medium-sized businesses (SMBs) with up to $150M in revenue, as well as multi-billion-dollar public companies. As a banker, he executed $2+ billion in debt, equity, and M&A transactions for public and private companies across a variety of industries.
He specializes in corporate finance, financial strategy, and investment and wealth management, with a focus on the practical outcomes that matter: growing revenue, improving profitability, and building enterprise value. He advises companies through pivotal stages, from high-growth expansion to operational turnarounds, and supports owners in preparing their businesses for a successful exit while maximizing after-tax proceeds. For high-net-worth individuals and business owners with concentrated wealth in a company or in real estate, he provides integrated financial counsel that bridges the business and personal balance sheets.
George was awarded the CFA Charter, granted an Enrolled Agent license by the IRS, earned an MBA degree, and holds B.S. and M.S. degrees in Physics.
George G. Sharp, CFA, EA
Discretion, Privacy, and Confidentiality
Our practice is rooted in the traditions of private banking and wealth management, where discretion is not a feature — it is a foundation. Client privacy and confidentiality are paramount in everything we do, from handling sensitive financial information to the way we engage on your behalf. We make every effort to utilize US-based data storage and processing infrastructure, and to minimize the risks associated with cross-border data transmission wherever possible. All professionals engaged in support of client work, whether employed or subcontracted, are verified U.S.-based individuals held to the same confidentiality standards we uphold. You can expect a relationship defined by trust, discretion, and an unwavering commitment to protecting your interests.
Code of Ethics
Eques Finance adopted the CFA Institute Code of Ethics. As a matter of policy, all members of Eques Finance comply with the CFA code of ethics. The code of ethics requires that we:
Act with integrity, competence, diligence, respect, and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues, and other participants in the global markets.
Place the integrity of our profession and clients' interests above our own.
Use reasonable care and exercise independent professional judgment when conducting analysis, making recommendations, taking actions, and engaging in other professional activities.
Practice and encourage others to practice in a professional and ethical manner that will reflect credit on themselves and the profession.
Promote the integrity of capital markets and uphold the rules governing them.
Maintain and improve their professional competence, and strive to do the same for other professionals.