At Generational Equity, Mr. Shepherd manages a team of Business Development associates, of whom are tasked with the responsibility of contacting business owners of small/mid-sized privately held companies.

The SBA’s main focus is to inform business owners as to their liquidity options and opportunities as it directly relates to the constant changes within the market, taxation and the importance of proper positioning. He reviews and tracks the SBA’s performance and provides sales support on various levels. Charles brings vast experience in Business Development and Business Management experience to Generational Equity.