Calculate Your TRUE
Net Worth
(It’s probably not what your accountant tells you)
The opportunity? Turn that trapped wealth into real freedom.
Our data-backed calculator reveals your opportunity in just 3 minutes
You’ve done well.
Built something real. Employ people. Turn over millions. Your accountant nods approvingly at the balance sheet.
But if you’re honest with yourself, you probably feel like a millionaire on paper who can’t quite live like one.
Your wealth is locked inside your business. You can’t spend it. You can’t invest it elsewhere. You can’t use it to buy a beach house or top up your super or sleep better at night knowing your eggs aren’t all in one basket.
You’ve been told to “leave it in the business.” Great tax advice. But it’s only part of the picture.
Here’s the truth: if your financial adviser told you to put 80% of your net worth into a single illiquid asset with no diversification and no exit plan, you’d question that strategy.
But that’s exactly what most business owners have done. And everyone calls it success.
The business owners who build real, lasting wealth make a transition at some point.
They go from operator to investor.
They stop having all their wealth tied up in a single asset and start building portfolios. They access opportunities they’d never see as a solo operator. They create income streams that don’t depend on them showing up every day.
And something shifts. The beach house stops being “someday.” 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 like it.
That transition is available to you.
But it starts with knowing where you actually stand.
In About 3 Minutes,
You’ll See:
Real numbers. Your numbers. Calculated properly.
This is the starting point for everything that comes next.
Prepared for
Industry:
Business Value: $ - $
Non-Business Assets: $
Total Net Worth: $ - $
Who Built This
(And Why It Matters)
We’re Simon Youlton and Kathryn Porritt, founders of The Headquarters.
We’re both worth millions. We built that wealth through business. And we’ve both made the transition from operator to investor.
We know what it feels like to have your wealth trapped inside a business you built. And we know what it feels like to unlock it.
Simon started his career in investment banking in London, moved into private equity, then spent two decades buying, building, and selling over 30 businesses 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.
He’s a fully licensed financial adviser, holds a Triple Accredited MBA, and has completed executive programmes at Cambridge, Oxford, and Harvard.
He’s sat on both sides of the transaction table, writing the cheques as a buyer and negotiating the deal as a seller.
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. Then, she built another 8-figure business.
Her speciality 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.
Simon knows what buyers actually pay for. Kathryn knows how to position your business to command it. Together, we’ve made the transition from operator to investor ourselves, and we’ve helped over a hundred Australian business owners do the same.
The Family Office For Business Owners Who Aren’t Billionaires… YET
Billionaires have family offices. Teams of experts managing their wealth, coordinating their advisers, finding investment opportunities, building and protecting multi-generational wealth.
You’re not a Billionaire… YET.
But you’ve built serious wealth through your business. And you deserve the same level of strategic coordination and access.
We work with established Australian business owners, typically turning over between $2 million and $50 million, who are ready to think beyond just running the business.
We help you understand what you’ve actually built. We help you extract wealth while the business keeps running. We help you position for premium exits when the time is right. And we help you deploy that wealth into a diversified portfolio that builds real, lasting security.
But it goes further than that.
When you work with The Headquarters, you get access to deal flow you’d never see on your own. Investment opportunities that come across our desk because of the network we’ve built. Co-investment opportunities alongside other business owners at your level.
You’re not just a client. You’re part of a community of business owners making the same transition from operator to investor.
This is what’s waiting on the other side.
But first, you need to know where you stand.
Why This Isn’t Available Anywhere Else
Most business owners have good advisers. A solid accountant. A reliable financial planner. A lawyer they trust. The problem isn’t the quality of advice. It’s that each adviser only sees their piece of the puzzle.
Your accountant sees the tax position. Your financial planner sees the super and shares. Your lawyer sees the contracts and structures. But nobody sees how it all fits together. And nobody is asking the bigger questions: What is this business actually worth? How do I unlock that wealth? What are my real options? How do I make the transition from operator to investor?
Most business owners have good advisers. A solid accountant. A reliable financial planner. A lawyer they trust. The problem isn’t the quality of advice. It’s that each adviser only sees their piece of the puzzle.
Your accountant sees the tax position. Your financial planner sees the super and shares. Your lawyer sees the contracts and structures. But nobody sees how it all fits together. And nobody is asking the bigger questions: What is this business actually worth? How do I unlock that wealth? What are my real options? How do I make the transition from operator to investor?
Your Information Stays Private
We don’t sell your data. We don’t share it. We don’t spam you.
You’ll receive your True Wealth Position by email along with a clear explanation of what it means and what options exist for business owners in your situation.
If your results suggest you could benefit from a conversation with us, we’ll offer that opportunity. If they don’t, you’ll still walk away knowing something important about your financial position that you probably didn’t know before.
This Calculator Is For You If:
This Isn’t For You If:
What Business Owners Say:
“I knew my wealth was concentrated. I didn’t know it was 87% concentrated. Seeing that number was the wake-up call I needed. 18 months later, I’ve built more wealth outside my business than I did in the previous 10 years.”
“For 15 years I’d been told I was doing well. This was the first time anyone showed me what I was actually worth and what was possible if I started thinking like an investor, not just an operator.”
“I thought I was 5 years away from being able to step back. Turns out I had options I didn’t know existed. The Headquarters showed me a path I’d never have found on my own.”
“Finally, someone who speaks business AND wealth. They worked with my accountant and financial planner to see the full picture. Then they showed me opportunities none of us had ever considered.”
Ready to See
Your True
Position?
This takes about 3 minutes. We’ll ask you real questions about revenue, profit, property, super, and savings because vague inputs give vague outputs.
What you’ll get is a clear picture of where your wealth actually sits. For most business owners, it’s the first time anyone’s shown them.
More importantly, it’s the first step toward the transition from operator to investor. From trapped to free. From paper wealth to real wealth.
You’ve spent years building this business.
It’s time to find out what it can actually do for you.
About The Headquarters
The Headquarters is the family office for business owners who aren’t Billionaires… YET.
We work with established Australian business owners ($2M to $50M revenue) who are ready to make the transition from operator to investor.
We help you understand what you’ve built, extract wealth while the business keeps running, position for premium exits, and build diversified portfolios with access to deal flow and co-investment opportunities you’d never see on your own.
We’re not business brokers. We don’t earn commissions on sales. We’re not product salespeople. We don’t push financial products. We’re strategic partners who help you capture the full value of what you’ve built and turn it into lasting wealth.
We work alongside your existing advisory team to provide the strategic oversight and access that brings everything together.
Simon and Kathryn have personally built, bought, and sold businesses worth tens of millions. They’ve guided over 100 Australian business owners through successful outcomes. They’ve made the transition from operator to investor themselves. And they’ve built The Headquarters to help you do the same.
Based in Australia. Working with business owners for decades.