Why We Exist
Wealth management built for business owners. The difference is we actually work on the business with you along the jouney instead of waiting until there are proceeds to invest at the end.
ValueBusiness consulting
& M&A advisory
SignificanceDefining &
maximizing your
family impact
Estate planning
Family governance
WealthManage your
personal
investments
Panoramic's Integrated Solution
We bring these three pillars together so you can build a business and a life you're proud of.
The Problem
75%
of owners would like to exit their business within 10 years
Yet 61%
have no personal post-transition plan
Traditional wealth management focuses on stocks and bonds, leaving business owners with fragmented advice from multiple advisors who don’t coordinate. We built Panoramic Capital to solve this.
Source: Exit Planning Institute
The NorthStar System
Strategy that points at what matters.
Define Your
NorthStar
Integrated goals:
Value Drivers
(Goals)
2-3 main levers to reach target business value & structure
Strategic
Initiatives
Measurable, owned, timeline assigned
Performance
Reporting
Monthly board package with financials, KPIs, and initiative updates
Capital
Allocation
Systematic deployment of cash to maximize total value
The NorthStar Value Creation System helps business owners align business value, personal wealth, and life priorities within one clear framework. Together, we define your NorthStar, identify the value drivers that matter most, and create a capital allocation strategy designed to connect where you are today with where you want to go.
Our Process
We implement a flexible process that can be tailored to suit your needs.
Meeting
Delivery
Financial Planning
Strategy
Asset Protection
Management
Coordination &
Management
Services
How We Help
Business Consulting
Maximize enterprise value through our NorthStar Value Creation System
- COMPASS Score assessment of your transition readiness
- Value driver analysis to identify the 2–3 levers that matter most
- Strategic planning with clear accountability
- Transaction preparation for maximum value
Wealth Management
Build lasting wealth beyond your business
- Private market access (PE, real estate, credit)
- Tax-aware strategies and direct indexing
- Risk management and diversification
Transaction Advisory
Navigate business transitions with expertise
- Exit strategy development
- Investment banking coordination
- Deal process management
Estate & Tax Planning
Maximize after-tax wealth transfer
- Advanced estate planning structures
- Business succession strategies
- Multi-generational planning
Pricing
Retainer Pricing
Business Owner Retainer
- Retainer pricing starts at $3,000 / month.
- Final retainer to be agreed upon based on scope.
AUM Fee Structure
- Grid-based assets under management fee schedule
- Decreases as assets increase
- No fees on unmanaged assets or cash reserves
Pricing is structured as a retainer based on the scope of work required.
Our Team
Proven Experience
We’ve been business owners ourselves, this shapes everything we do.
Andrew Carter
30+ years serving business owners, Forbes-recognized
Nick Hubert
10+ years wealth advisory, real estate development
Taylor Gentry
Investment banking, private equity, CFO experience
Business Transition Readiness
Know Where You Stand
For many business owners, a transition or sale may be one of the most significant financial events of their life.
The COMPASS Score helps assess readiness across key areas that can affect transition outcomes, including strategy, operations, financial planning, estate and tax considerations, and family capital. After completing the assessment, you can review your results through a confidential consultation with Panoramic Capital Partners.
