You’re Booked, .

Your True Wealth Strategy Session is confirmed.

Here Are Your Call Details:
Date: 
Time:
Duration: 30 minutes
Location: Zoom (link will be emailed to you)
A calendar invitation with the Zoom link has been sent to
If you don’t see it in the next few minutes, check your spam folder.
You’ve Made a Smart Decision

Most business owners never take the time to step back and look at the full picture. They’re too busy running the business to ask the bigger questions about their wealth, their options, and their future.

You’ve just done something different.

Over 100 Australian business owners have had this same conversation with The Headquarters team. Many of them say it was the first time anyone looked at their complete situation and helped them see what was actually possible.

Whether this leads to working together or not, you’ll leave this call with more clarity than you have right now.

What To Expect On Your Call

Your Strategy Session will be with a senior strategist from The Headquarters team. They work directly with Simon and Kathryn on client engagements and have deep experience with business owners at your level.

HERE’S HOW THE 30 MINUTES WILL WORK:

1

First, we’ll go deeper on your situation. The calculator gave us the headline numbers. On the call, we’ll ask more detailed questions about your business, your wealth position, your goals, and your timeline. The more you can share, the more valuable the conversation will be.

2

Then, we’ll discuss what’s possible.
 Based on what you share, we’ll talk through what options typically exist for business owners in your position and how The Headquarters approaches these situations.

3

Finally, we’ll discuss fit. If it looks like we can help, we’ll explain what working with The Headquarters looks like. If it doesn’t seem like the right fit, we’ll tell you that too. Either way, you’ll leave with a clearer picture of where you stand.

How To Get The Most From Your Call

You don’t need to prepare a presentation or pull together documents. But it helps to come ready to have an honest conversation about:

Your business: what it does, how long you’ve been running it, and how involved you are day to day?

Your goals: are you thinking about exiting in the next few years, staying in the business long term, or somewhere in between?

Your timeline: is there any urgency, or are you simply exploring your options?
Your frustrations: what prompted you to take the calculator in the first place?
The more open you can be, the more useful the conversation will be for both of us.

A Quick Reminder:

Who You’ll Be Speaking With

Our senior strategists work directly with Simon Youlton and Kathryn Porritt on client engagements every day.

Simon is a fully licensed financial adviser with a background in investment banking and private equity. He’s personally bought and sold over 30 businesses and guided more than 100 Australian SMEs through successful exits.

Kathryn built and sold her own multi-million dollar company, helped orchestrate a $75 million business sale, and specialises in identifying hidden value that commands premium outcomes.

The strategist you speak with has been trained in their methodology and understands the complexities of business wealth inside and out.

What Other Business Owners Said After Their First Call:
“I wasn’t sure what to expect, but within 10 minutes I realised these people actually understand what it’s like to run a business at this level. That’s rare.”

— LOGISTICS BUSINESS OWNER, ADELAIDE

“The call was straightforward and honest. No pressure, no fluff. Just good questions and a clear explanation of how they work. Exactly what I needed.”

— PROFESSIONAL SERVICES FIRM OWNER, SYDNEY

“I’ve spoken to a lot of advisers over the years. This was the first conversation where someone looked at my whole situation, not just one piece of it.”

— MANUFACTURING BUSINESS OWNER, MELBOURNE

Before Your Call

Check your email for the calendar invitation and Zoom link
Add the call to your calendar so you don’t miss it
Find a quiet space where you can speak openly for 30 minutes
Have your calculator results handy (we’ve emailed them to you as well)
If you need to reschedule, use the link in your calendar invitation. We ask for at least 24 hours’ notice if possible.
What  Happens After The Call

If there’s a fit and you’d like to explore working with The Headquarters, your strategist will outline the next steps and what an engagement looks like.

If it’s not the right fit, no hard feelings. You’ll still leave the call with a better understanding of your situation and some clarity on your options.

Either way, we’re glad you’re taking the time to look at the bigger picture.
Most business owners never do.

Questions Before Your Call?

If anything comes up before your session, you can reach us at support@theheadquarters.com.au

We’re looking forward to speaking with you.

The Headquarters Team