In this episode of the Big Hitters podcast, Andrew Hathaway speaks with Taylor Gentry, partner at Panoramic Capital Partners. Drawing from his ten-year private equity background, Taylor details how Panoramic bridges corporate private equity expertise with personal wealth management for business owners who have 80% or more of their net worth tied up in their companies. He breaks down the "North Star Value Creation System"—a framework balancing personal financial goals, business operations, and quality of life—and provides actionable advice on preparing trade businesses for eventual private equity transactions or long-term cash-flow retention.

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🤝 Thank you to Jake Frugé Jr of JFJ Holdings. JFJ Holdings helps companies scale and achieve founder-free growth to prepare them for successful exits.

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