, Here’s Your True Wealth Position
Your Estimated Business Value
Based on industry multiples applied to your earnings, adjusted for owner dependency.
Your Non-Business Assets
Property equity, superannuation, investments, and cash.
Your TRUE Net Worth
Your total household wealth when everything is included.
Your Business Wealth Concentration
TIER 1: Under 50% Concentration
What This Means For You:
You’re in a strong position. Stronger than most business owners we see.
Less than half your household wealth is concentrated in your business. You’ve already built some diversification, which gives you flexibility and options that many business owners don’t have.
You’ve built something valuable. Now the question becomes: how do you maximise it?
Business owners in your position are perfectly placed to accelerate the transition from operator to investor. You have the foundation. You have the breathing room. What you need is the strategy and access to take it further.
The right opportunities. The right deal flow. The right structure to turn what you’ve built into a portfolio that grows whether you’re working or not.
That’s exactly what The Headquarters helps business owners like you achieve.
What This Means For You:
You’ve built serious wealth. More than half of it sits inside your business, which puts you in the company of most successful Australian business owners.
Your worth is a significant achievement. Right now, most of that wealth is working hard inside a single asset. The opportunity in front of you is to start putting it to work in multiple places. To begin the transition from operator to investor.
Business owners who make this transition don’t just reduce their risk. They build real portfolios. They access deal flow and investment opportunities they’d never see as an operator alone. They create wealth that compounds across multiple assets, not just one.
The Headquarters exists to help business owners like you make this transition. To go from successful operator to sophisticated investor, with the strategy, access, and community to make it happen.
What This Means For You:
TIER 4: High Concentration + High Owner Dependency
What This Means For You:
That’s not a contradiction. It’s a strategy. And it’s exactly what The Headquarters helps business owners achieve.
You don’t need to sell tomorrow. You don’t need to step away before you’re ready. You just need to start building differently. With the right structure, the right strategy, and the right support.
That’s what we’re here for.
What’s On The Other Side
Right now, you’re an operator. You own a business, but in many ways, the business owns you. Your wealth is tied up in it. Your time is consumed by it. Your options are limited by it. That’s how entrepreneurial wealth gets built. But it’s not where the story has to end.
The business owners who build real, lasting wealth make a transition at some point. They go from operator to investor. They take the value they’ve created and deploy it. Into property. Into other businesses. Into opportunities they’d never have access to as a solo operator. They build portfolios, not just businesses. 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’s the transition The Headquarters helps you make.
We’re not just here to help you understand your current position. We’re here to help you build the next chapter. To go from operator to investor. To access deal flow and co-investment opportunities you’d never see on your own. To join a community of business owners making the same transition.
This is what billionaires have. Family offices. Strategic coordination. Access. Infrastructure.
You’re not a billionaire… YET.
But you’ve built serious wealth through your business. And you deserve the same level of strategic partnership.
Watch This: The Path From Operator to Investor
IN THIS VIDEO, SIMON AND KATHRYN SHARE:
The transition that separates business owners who feel trapped from those who feel free
Imagine Where You Could Be
Your concentration has dropped from to 55%. You’ve extracted real money from the business, tax-efficiently, and it’s now working for you in property, in investments, in opportunities you didn’t know existed a year ago. Your business is still running. Maybe it’s running better because you’ve built systems that don’t depend on you every day. But now you have options. Real options.
You’ve positioned your business properly. You understand exactly what it’s worth and what buyers would pay. If you decide to go to market, you’re ready. And because you’ve prepared, you’ll walk away with 30 to 40 percent more than you would have otherwise. On a $5 million business, that’s an extra $1.5 to $2 million. On a $10 million business, that’s $3 to $4 million. That’s not a rounding error. That’s generational wealth.
You’ve made the full transition. You’re no longer just an operator. You’re an investor. You have a diversified portfolio. You have deal flow. You have a community of peers who’ve made the same journey. The business that once consumed you has become the foundation for everything else you’ve built. And you’re enjoying what you created.
That’s what’s possible.
A True Wealth Strategy Session
Your calculator results give you the big picture. A Strategy Session goes deeper.
On this call, we’ll ask detailed questions about your business, your goals, and your timeline. We’ll discuss what the path from operator to investor looks like for someone in your specific situation. And if there’s a fit, we’ll explain exactly how The Headquarters works with business owners at your level.
This is a proper conversation, not a five-minute chat. Come prepared to talk about where you’re at and where you want to be.
What Happens On The Call:
SCHEDULE YOUR STRATEGY SESSION
Choose a time that works for you. Sessions are conducted via Zoom and take 30 minutes.
Who You’ll Be Speaking With
Our strategists work directly with Simon and Kathryn on client engagements every day. They’ve been trained in our methodology, understand the complexities of business wealth, and have deep experience working with established business owners across a wide range of industries.
They know the right questions to ask. They understand the nuances of concentration, liquidity, and business value. And they can clearly explain how The Headquarters helps business owners make the transition from operator to investor.
This isn’t a junior team member reading from a script. It’s a knowledgeable professional who can have a real conversation about your situation and your future.
About The Headquarters
The Headquarters is the family office for business owners who aren’t billionaires… YET.
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.
The Headquarters was founded by
Simon Youlton and Kathryn Porritt
Simon is a fully licensed financial adviser who started his career in investment banking in London before spending two decades buying, building, and selling over 30 businesses across five sectors. He’s guided more than 100 Australian SMEs through successful exits. He holds a Triple Accredited MBA and has completed executive programmes at Cambridge, Oxford, and Harvard.
Kathryn built and sold her own multi-million dollar company, helped orchestrate a $75 million business sale, and has doubled revenue for global operations. She went on to build another 8-figure business and invest in many others. Her specialty is identifying hidden value in established businesses and creating positioning that commands 30–50% premiums.
They’ve both made the transition from operator to investor. They’ve both built serious personal wealth through business. And they’ve helped over a hundred Australian business owners navigate that same path.
“I came in thinking I was maybe 5 years from being able to step back. The Headquarters showed me a path I’d never considered. We’re now 18 months in and I’ve already bought my first investment property in years. The business is running better than ever and I actually have options now.”
“Kathryn saw value in my business that I’d completely overlooked. Things I’d built over the years that I just thought were ‘how we do things’. That insight alone changed how I think about what I’ve created.”
“For the first time, someone looked at my complete picture. Business, property, super, investments. And showed me how to turn it into something bigger. My accountant is great, my financial planner is great, but neither of them could do what The Headquarters does.”
“I was 78% concentrated in my business and honestly didn’t see a way forward that wasn’t years away. The Headquarters showed me three different paths I’d never considered. I’m now building wealth outside the business while still running it. That’s the game changer.”
Our comprehensive guide to the 8 value drivers that determine what buyers actually pay for Australian businesses. See where your business stacks up and where the hidden value might be sitting.
A Note On Availability
We work with a limited number of business owners at any one time. Our model is depth, not volume.
Strategy Sessions are allocated on a first-come, first-served basis, and we typically have capacity for 10 to 15 per month.
If your concentration is above 60%, we’d encourage you to book sooner rather than later. Not because we’re going anywhere, but because the sooner you understand your options, the more options you’ll have.
What To Expect
This is a 30-minute conversation where we go deeper than the calculator.
We’ll ask you detailed questions. We’ll discuss your situation and your goals. And we’ll explain how The Headquarters helps business owners make the transition from operator to investor.
We work alongside your existing advisers, not instead of them. We’re not trying to replace your accountant, your financial planner, or your lawyer. We fill the strategic gap that exists between them, providing the oversight that connects all the pieces and the access that none of them can offer.
If there’s a fit, we’ll explain what the next steps look like. If there isn’t, you’ll still leave with a better understanding of your situation and what’s possible.
