The Family Office for Australian business owners who aren’t billionaires… YET.
Extract wealth from your business.
Position your business for premium exit.
Build diversified portfolios as a sophisticated investor.
You're navigating alone.
(They've never sold a business.)
(They've never raised capital.)
(They've never negotiated a deal.)
There comes a point when you want to realise lasting wealth. To transition from operator to investor.
The business owners who build real, lasting wealth make a transition at some point.
They stop being operators who happen to have money tied up in a business.
They become investors who happen to own a business.
They extract wealth while the business keeps running.
They build portfolios that compound across multiple assets.
They access deal flow and opportunities that most business owners never see.
And something shifts.
The investments they've been thinking about for years actually happen.
The security they want for their family becomes real, not theoretical.
They stop being millionaires on paper and start living the reality.
45 MINUTES • ZERO OBLIGATION • SPEAK WITH THE TEAM THAT WORKS WITH BUSINESSES LIKE YOURS EVERY DAY
Exits
Deals
MBA
The Liquidity Paradox
Here's what your financial planner sees when they look at your situation:
"You need to diversify.
Contribute more to super.
Reduce your concentration risk."
They're treating the symptom.
Not understanding the cause.
Here’s what they’re missing:
You’ve done exactly what successful entrepreneurs do.
You’ve reinvested everything into your highest-returning asset: your business.
Every dollar you put back into your business has likely generated better returns than any managed fund could deliver.
This isn’t a problem. It’s smart capital allocation.
The real problem isn’t where your wealth is.
The problem is that nobody on your advisory team knows how to extract maximum value from it when you’re ready.
Your financial planner can only work with what’s already liquid.
Your accountant can only optimise what’s already structured.
Your business coach can only help with operations.
We work with what’s not liquid yet. Because that’s where the real wealth is.
We understand:
How to structure exits that capture every dollar of that value (We’ve negotiated these deals ourselves; we know what kills them and what makes them sing)
This is the expertise traditional advisors simply don’t have.
Because they’ve never done it themselves.
Our team has personally bought and sold 30+ businesses across five sectors. We’ve personally built and sold multi-million dollar companies and helped others do the same.
We’ve guided 100+ Australian businesses through successful exits, growth capital raises, and strategic transitions.
Want to know what strategic moves would maximise that value so you can transition from operator to investor?
45 MINUTES • ZERO OBLIGATION • SPEAK WITH THE TEAM THAT WORKS WITH BUSINESSES LIKE YOURS EVERY DAY
What Happens When You Work With Advisors Who’ve Actually Done This Themselves
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THE HEADQUARTERS
BUILT BY BUSINESS OWNERS, FOR BUSINESS OWNERS.
The Headquarters was founded by Simon Youlton and Kathryn Porritt.
We’re both worth millions. We built that wealth through business. We’ve both made the transition from operator to investor. And we’ve helped over 100 Australian business owners do the same.
Simon Youlton Wealth Strategist and Exit Specialist
Simon started his career in private banking in the UK, launched his first wealth advisory and management firm that experienced rapid growth, before moving into private equity backed businesses, has spent two decades buying, building, and selling multiple businesses in different countries across five sectors.
Not advising on deals. Actually doing them.
Over 30 businesses personally bought and sold. Over 100 Australian SMEs guided through successful exits. Board adviser to more than 20 organisations.
He holds a Triple Accredited MBA. He’s completed executive programmes at Cambridge, Oxford, and Harvard. Having held an advisor license for over two decades, across financial jurisdictions and with significant management responsibilities, strategic optimisation is now his core focus.
He’s sat on both sides of the transaction table, writing cheques as a buyer and negotiating deals as a seller. He knows exactly what creates value and what destroys it.
“I’d made every mistake possible in my first few exits.
Lost money on deals that should have been winners.
Left value on the table because I didn’t know what I didn’t know.
By my fifth or sixth business, I’d figured it out.
I knew what buyers actually paid for.
I knew how to structure deals.
I knew what killed transactions and what made them sing.
But most business owners only get one shot at this.
They don’t get to make mistakes and learn from them.
Their one exit needs to be perfect.
That’s not fair. And it’s not necessary.”
Kathryn Porritt Growth Strategist and Market Positioning Expert
Kathryn built and sold her own multi-million dollar company. She helped orchestrate a $75 million business sale. She’s doubled revenue for global operations. She built another 8 figure business, and helped many more.
Her specialty is seeing the hidden value in established businesses that owners don’t even know they have. And creating the positioning that commands 30-50% above what the market would otherwise pay.
She’s worked with business owners across professional services, healthcare, manufacturing, technology, and more. She understands what makes businesses valuable because she’s built valuable businesses herself – again, and again.
“After the sale of my first company, I started working with other business owners. Helping them see the hidden value in their businesses. Positioning them for maximum outcomes.
And I kept seeing the same pattern:
Brilliant business owners. Surrounded by competent advisors.
But nobody who could see the complete picture.
Nobody who’d actually walked the path from building a business to extracting wealth from it to deploying that wealth into new opportunities.
The advisory industry is built for people with liquid wealth.
It’s not built for people whose wealth is trapped inside businesses.”
Why This Combination Matters:
Simon knows what buyers pay for. Kathryn knows how to position your business to command it.
Simon understands the deal mechanics. Kathryn understands the strategic positioning.
Simon brings the financial architecture. Kathryn brings the value creation.
Together, Simon, Kathryn and The Headquarters’ team provide everything you need to make the transition from operator to investor.
The Headquarters exists because that expertise didn’t exist for Australian business owners.
Until now.
Simon and Kathryn built The Headquarters with a specific mission:
Give Australian business owners access to the same level of sophisticated wealth management that billionaires receive – without needing a billion dollars to access it.
Most family offices require a billion dollars in net worth.
But by the time you have a billion dollars, you’ve already left tens of millions on the table through suboptimal structures, missed opportunities, and fragmented advice.
You need this expertise now.
Not in a decade when you might reach that threshold.
“Every time we work with a business owner, we see the same thing.
They’ve built something extraordinary.
They’ve created real value. But they’re surrounded by advisors who can’t help them capture the full value of what they’ve built.
That’s not just a missed opportunity.
That’s generational wealth left on the table.
We built The Headquarters because business owners deserve advisors who understand every dimension of building wealth through business. Not just theory. Not just one aspect. The complete journey.”
“The most rewarding part is when a business owner realises their business could be worth 30-50% more than they thought. Or when they discover they have genuine strategic options they didn’t know existed.
That’s not us being clever.
That’s us showing them what we learned through our own journeys – the hard way. They get to benefit from our mistakes without making them themselves.”
Not through case studies. Through our own money.
Our own businesses. Our own lives.
This Isn’t Available Anywhere Else
Your accountant has never sold a business. Your financial planner has never structured an exit. Your business coach has never negotiated with buyers.
They’re all good at what they do. But none of them has actually done what you’re trying to do.
We have.
We’ve built businesses. We’ve sold businesses. We’ve bought businesses. We’ve extracted wealth. We’ve deployed capital. We’ve made the transition ourselves.
And we’ve helped over 100 Australian business owners do the same.
We work alongside your existing advisers, not instead of them.
We don’t replace your accountant or your financial planner or your lawyer. We fill the strategic gap that exists between them. We bring the expertise they don’t have. We ask the questions they’re not asking. We see the complete picture they can’t see.
You get access to deal flow you’d never see on your own.
Through our work with Australian business owners, we see investment opportunities constantly. Profitable businesses seeking growth capital. Strategic investments alongside sophisticated co-investors. Opportunities that never reach the open market.
When you work with The Headquarters, you get access to these deals.
You join a community of business owners making the same transition.
You’re not just a client. You’re part of a network of business owners who’ve built serious wealth through business and are now deploying it strategically. Co-investment opportunities. Shared deal flow. Peer support from people who understand exactly what you’re navigating.
You work directly with Simon and Kathryn.
Not junior consultants. Not account managers. Not advisers-in-training.
When you’re making decisions worth millions, you deserve to work with people who’ve made those decisions themselves.
Start with an understanding of your own true net worth and opportunity.
45 MINUTES • ZERO OBLIGATION • SPEAK WITH THE TEAM THAT WORKS WITH BUSINESSES LIKE YOURS EVERY DAY
“We’re not advising on something we’ve read about.
We’re guiding you through something we’ve done ourselves. Multiple times.”
We’ve built The Headquarters differently because business owners need something that doesn’t exist in traditional advisory:
SIMON YOULTON HAS:
KATHRYN PORRITT HAS:
When you work with
The Headquarters, you’re not getting:
You’re getting:
Your personal wealth strategy and financial optimisation
Before we can maximise your business value, we need complete clarity on your current wealth position. The Owner’s Office reveals what your business is actually worth, identifies entity structure inefficiencies costing you six figures annually, and uncovers where capital is trapped.
Strategic growth, positioning, and exit strategy
This is where we position your business so you have genuine strategic options: exit for maximum value, bring in investment and scale, transition to management, or acquire competitors. We don’t just help you grow revenue – we position you for wealth-creating outcomes.
Co-investment opportunities and sophisticated deal flow
Once you’ve extracted wealth from your business, this is where it compounds. Access to pre-vetted investment opportunities in high-quality Australian businesses – the kind of deals that institutional investors and family offices see, made available to sophisticated individual investors.
This integrated structure means you’re not working with:
An accountant who only sees tax.
A financial planner who only sees super and investments.
A business coach who only sees operations.
You’re working with advisors who see the complete picture and optimise across all of it.
Every quarter you wait to optimise your business structure and positioning is potentially costing you:
The business owners who build extraordinary wealth don’t wait until they’re ready to exit to start positioning.
They start now.
45 MINUTES • ZERO OBLIGATION • SPEAK WITH THE TEAM THAT WORKS WITH BUSINESSES LIKE YOURS EVERY DAY