THE AUSTRALIAN BUSINESS SOLUTION
To Help You Move from
Operator to Investor
We answer the real questions:
How do I unlock the wealth trapped in my business?
How do I position for a premium exit?
How do I make the transition from operator to investor?
Where do I deploy capital once I've extracted it?
45 MINUTES • ZERO OBLIGATION • SPEAK WITH THE TEAM THAT WORKS WITH BUSINESSES LIKE YOURS EVERY DAY
The Transition We Help You Make
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.
The Headquarters helps you make a transition. From operator to investor. From concentrated to diversified. From paper wealth to real wealth.
That transition happens in stages:
Stage 1: Understanding your complete wealth position (The Owner’s Office)
Stage 2: Positioning your business for maximum value and optionality (The Business Office)
Stage 3: Deploying capital into opportunities that compound (The Investment Office)
Most business owners need all three. Just at different times.
Some start with The Owner’s Office to get clarity on where they stand. Some start with The Business Office because they’re preparing for an exit. Some come to us post-exit, ready for The Investment Office.
Wherever you start, the destination is the same.
Real wealth. Real freedom. Real options.
THE
Owners
OFFICE
Understand your complete wealth position and optimise every dimension of it.
THE
Business
OFFICE
Position your business for maximum value and genuine strategic options.
THE
Investment
OFFICE
CO-INVESTMENT OPPORTUNITIES & SOPHISTICATED DEAL FLOW
Deploy capital into opportunities that compound beyond your core business.
THE Owner’s OFFICE
Personal Wealth Strategy & Financial Optimisation
Most business owners have never seen their complete wealth picture.
They know their revenue. They know their profit. They might know their super balance.
But they’ve never had someone look at everything together: business, personal assets, entities, structures, opportunities, and risks. Through the lens of someone who’s actually extracted wealth from their own business.
That’s what The Owner’s Office provides.
The Problem We Solve
You’ve built significant wealth. But most of it is trapped.
Often 60-90% of a business owner’s net worth is locked inside their business. They can’t access it. They can’t diversify it. They can’t use it to build security outside the business.
Meanwhile:
Their entity structure was set up years ago and never optimised
Their accountant focuses on this year’s tax, not long-term wealth strategy
Their financial planner only works with liquid assets
Nobody sees the complete picture or understands business wealth
Capital sits trapped when it could be deployed more strategically
The result? Business owners paying more tax than necessary, missing opportunities to extract value, and leaving millions on the table.
The Owner’s Office provides:
Complete Wealth Audit
We map everything. Business valuation. Personal assets. Entity structures. Investments. Super. Debt. Insurance. Risk exposure.
You’ll see your complete wealth position clearly for the first time. Not just what you own, but how it all fits together and where the opportunities are hiding.
Business Valuation Assessment
What is your business actually worth? Not book value. Market value. What a sophisticated buyer or investor would pay.
We assess your business against the 8 key value drivers that determine what buyers pay. You’ll understand what’s creating value and what’s destroying it.
Entity Structure Analysis
Is your structure optimised for tax efficiency, asset protection, and eventual exit? Most structures were set up years ago and never revisited.
We identify inefficiencies, recommend restructures where appropriate, and ensure you’re positioned for maximum wealth extraction.
Based on your complete wealth picture, we develop a strategic roadmap. What to optimise. What to restructure. What to extract. What to deploy differently.
A clear 12-month action plan and 3-5 year wealth strategy.
Ongoing Advisory
Quarterly strategic reviews. Ad-hoc advisory on major decisions. Annual comprehensive reviews. Someone in your corner who understands both business and wealth.
At The Owner’s Office
we’re different:
Traditional financial planners focus on managing liquid wealth. Super. Shares. Managed funds.
The Owner’s Office focuses on your complete wealth picture, with special emphasis on the % trapped inside your business.
“We look at your situation through the lens of operators who’ve made the transition to investor,” Simon explains. “Your financial planner might suggest maximising super contributions. We might suggest extracting wealth from the business instead, because that could create more value than super contributions ever could.”
That requires completely different thinking.
The Owner’s Office Is For
45 MINUTES • ZERO OBLIGATION • SPEAK WITH THE TEAM THAT WORKS WITH BUSINESSES LIKE YOURS EVERY DAY
THE Business OFFICE
Your business could be worth much more than you think.
But only if it’s positioned correctly.
The Business Office doesn’t just help you grow revenue. It positions your business so you have genuine strategic options when you’re ready to make a decision.
Exit for maximum value. Bring in strategic investment. Transition to management. Acquire competitors.
Whatever you choose, you’re choosing from a position of strength.
The Problem We Solve
Most business owners build successful operations but don’t position for strategic outcomes.
Revenue is strong, but the business is heavily owner-dependent
Client concentration is high (a few clients represent most of revenue)
Systems exist in the owner’s head, not in documented processes
Financial reporting is basic, not investor-grade
No clear management team beyond the founder
Market positioning is “one of many” rather than “the obvious choice”
The result? Lower valuations. Deal complications. Buyer concerns that kill transactions. Terms that favour the other side. Value left on the table.
Business Assessment
Complete audit of your business across 8 value drivers. Stakeholder interviews. Documentation review. Market analysis. You’ll understand exactly where you stand and what’s affecting your value.
Strategic Positioning Plan
Comprehensive report with current valuation, gap analysis, and strategic recommendations. An 18-36 month implementation roadmap with prioritised actions.
Implementation Support
Monthly or quarterly strategic sessions. Hands-on guidance on system documentation, team development, financial reporting, and market positioning. Accountability and momentum.
Strategic Introductions
When appropriate, access to our network of potential acquirers, merger partners, strategic investors, and capital sources.
Transaction Support
When you’re ready, we help with deal preparation, buyer introduction, due diligence coordination, negotiation support, and transaction structure optimisation.
What Makes Us Different:
Business coaches help you grow revenue. M&A advisers help you sell when you're ready.
The Business Office does something different: positions your business so you have genuine strategic options years before you need them.
"The key insight," Kathryn explains, "is that positioning needs to start years before you need it. Not months."
"The business owners who achieve premium outcomes positioned correctly, early. By the time they're ready to exit or bring in investment, the work is done. They're just executing."
Who The Business Office Is For
Start with clarity on what your business is actually worth – and what strategic moves would maximise that value.
45 MINUTES • ZERO OBLIGATION • SPEAK WITH THE TEAM THAT WORKS WITH BUSINESSES LIKE YOURS EVERY DAY
THE Investment OFFICE
Deal Flow and Co-Investment
This is where the transition from operator to investor becomes real.
You’ve built wealth through your business. You’ve extracted value. Now you need somewhere sophisticated to deploy it.
The Investment Office gives you access to deal flow you’d never see on your own. Pre-vetted investment opportunities in Australian businesses. Co-investment alongside other business owners making the same transition.
This is how sophisticated wealth compounds.
The Problem We Solve
After extracting wealth from your business, most owners face limited options.
Financial planners put them in managed funds and diversified portfolios. All sensible. All fine.
But you're not a traditional investor.
You're a business owner who understands how businesses work. You can assess opportunities that others miss. You know what creates value because you've created it yourself.
Why would you put capital into managed funds when you could invest directly in businesses you understand, alongside operators who add value, with returns that could be substantially higher?
The problem is access. The best opportunities never reach the open market. They go to institutional investors, family offices, and connected networks.
Until now, that deal flow wasn't available to individual business owners.
The Investment Office provides:
Pre-Vetted Investment Opportunities
We see exceptional opportunities constantly through our work with Australian business owners in The Business Office.
Many of these businesses need growth capital, strategic investors who understand business, or patient capital from operators rather than financial investors.
You get first access before these opportunities reach the broader market.
Comprehensive Due Diligence
Every opportunity presented includes complete business assessment, financial analysis, management team evaluation, investment thesis, expected return scenarios, and risk analysis.
You’re never investing blind. You have complete transparency.
Co-Investment Community
You invest alongside other business owners making the same transition. People who understand business. People who can add value beyond capital. A network of sophisticated co-investors.
Ongoing Portfolio Advisory
Understanding what’s happening with your investments. Monitoring performance. Identifying exit opportunities.
Access To The Headquarters Network
Investors, operators, and deal-makers who can add value beyond capital.
Who The Investment Office Is For:
Start with clarity on what your business is actually worth – and what strategic moves would maximise that value.
45 MINUTES • ZERO OBLIGATION • SPEAK WITH THE TEAM THAT WORKS WITH BUSINESSES LIKE YOURS EVERY DAY
Frequently Asked Questions
Do I need to engage with all three offices?
No. Many business owners start with The Owner’s Office (complete wealth audit) or The Business Office (positioning for exit/growth), then engage with other offices as needed over time.
We recommend what’s appropriate for your current situation and goals.
How long do engagements typically last?
Owner’s Office:
Initial engagement is 6–12 weeks, then ongoing quarterly advisory for years.
Business Office:
Typically 18–36 months for complete positioning, though some work together longer through execution.
Investment Office:
Ongoing membership as long as you’re actively investing.
Do you work with businesses outside Australia?
Occasionally, but our primary focus is Australian business owners. Our expertise, network, and deal flow are all Australia-focused.
What if I’m not ready to exit for 5–10 years?
Perfect. The best time to start positioning is years before you need it. Business owners who start early achieve dramatically better outcomes.
Can you help with immediate exits (within 6–12 months)?
Do you replace my accountant or financial planner?
No. We work alongside your existing advisors. We bring expertise they don’t have (business exits, wealth extraction, strategic positioning) while they continue doing what they do well.
We often coordinate with your existing team to ensure integrated advice.
What industries do you work with?
We’re industry-agnostic. We’ve worked across professional services, mining sector services, manufacturing, distribution, technology, construction, healthcare, and more.
The principles of business value are consistent across industries.
Are there businesses you won’t work with?
Yes. We don’t work with:
– Businesses in survival mode or unprofitable
– Owners who want quick fixes without implementation
– Situations where we can’t add meaningful value
– Business owners who aren’t coachable or ready to change
We’re selective because our reputation depends on client outcomes.
How do I know if The Headquarters is right for me?
Book an Enhanced Valuation Audit. After 45 minutes, you’ll know if we’re a fit. If we are, great. If not, we’ll tell you honestly.
No obligation. No pressure.
What makes you different from other business advisors?
Simon and Kathryn have actually done what you’re trying to do.
They’ve bought and sold 30+ businesses, built and exited their own companies, negotiated with buyers and investors, and made the transition from operator to investor.
Most advisors have theories. We have experience.