SCHEDULE YOUR
True Wealth Strategy Session
45 MINUTES • ZERO OBLIGATION • SPEAK WITH THE TEAM THAT WORKS WITH BUSINESSES LIKE YOURS EVERY DAY
BASIC BUSINESS INFORMATION
YOUR PRIMARY GOAL
ANY SPECIFIC QUESTIONS OR CONCERNS
Don’t worry if you don’t have exact numbers. We’re looking for approximate understanding, not precision.
Come Ready to Discuss
Your Business
What it does. Roughly where it sits on revenue and profit. How long you’ve been running it. How involved you are day to day.
Your Wealth Position
You’ve already completed the calculator, so you have a sense of your concentration. Think about whether those numbers felt right, or if there’s more to the picture.
Your Goals
Are you thinking about exiting in the next few years? Staying in the business but extracting wealth along the way? Simply exploring your options? There’s no wrong answer.
Is there any urgency? Or are you planning ahead?
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.”
Not through case studies. Through our own money.
Our own businesses. Our own lives.
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