A Group Practice Owners

Business training Hub

What is

The Exchange?

The Exchange is a membership program made specifically for DIY group practice owners. It’s a business development resource dedicated to group practice ownership, leadership, growth, and expansion. It’s meant to be your reference, your guide, your training hub and your place for connection with other like-minded group practice owners.

How do you know if you’re
a business DIY-er? Do you:

the membership

As part of our membership, we offer several ways to get support
in your group practice building journey, such as:

live Q+A office hours
with industry experts
CO-WORKING SESSIONS
to help you stay on track
with your goals
monthly live masterclass
with Maureen + a quarterly live masterclass with an industry expert.
Quarterly Tech Day lives with group practice tool
implementation + management
guest expert support

group practice specific
masterclass video
and content library
100+ editable docs,
including contracts, offer letters, client and staff-facing documents, + business docs

What is

The Exchange For?

What is

included?

Building a group practice
is no easy feat.

It takes dedication, organization, time, and the willingness to take risks, make mistakes, and continue forward despite the obstacles. You’ve built your solo practice successfully, and now you’re looking scale your group practice, reach more clients in your community, and create an awesome work environment for your clinicians. You may also be thinking about how to add other income streams within your group practice, whether it be through speaking engagements, adding other provider types like medication management or a nutritionist, or starting your own e-course, webinar, book or group. We’ll talk about it all. The big ideas and the little changes that will boost your group practice into the next phase of its life.

Play Video

meet the

CUrRENT Q+A FACILITATORS

Maureen Werrbach (she/her/hers)

The Group Practice Exchange

Founder, CEO of TGPE and Urban Wellness Counseling

Maureen is the owner of a multi location group practice in Chicago, Urban Wellness Counseling, owner of The Group Practice Exchange and co-owner of the former Group Practice Builders. Maureen loves creating a safe space for clinicians and clients to do amazing work together, and equally enjoys helping group practice owners start and scale (and growing alternate passive income streams!).

Her Open Office Hours/Q+A each month will be Ask Me Anything style on everything from startup to seven figures.

Julie Herres (she/her/hers)

GreenOak Accounting

Founder, CEO | IRS Enrolled Agent and Financial Advisor

Julie Herres is an accountant and the owner of GreenOak Accounting, a firm that specializes in working with therapists in private practice. Julie's goal is for every practice to be profitable! She's on a mission to give practice owners financial peace of mind by helping them make data-driven business decisions. Julie and her team have worked with hundreds of private practice owners, so they are uniquely positioned to be a trusted advisor to clients. Julie also hosts the Therapy For Your Money Podcast, where she talks about all things money & finance for private practices.

The GreenOak Accounting team:

Niki Ramirez, MBA/PHR/SHRM-CP (she/her/hers)

HR Answers LLC

Founder, CEO | Principal Consultant

Niki Ramirez is the Founder and Principal Consultant at HR Answers, LLC a firm dedicated to providing practical human resources guidance that leaves a big impact on small business success. Niki is a certified HR professional with leadership and HR experience spanning well-over 20 years, including: serving in operational management and leadership roles, community college adjunct faculty, and as a human resources executive. Niki holds an MBA in HR Management and three different HR certifications. She carries with her a strong desire to educate and empower employees and their leaders to work in partnership to design and implement meaningful human resources programs that drive the success of their organizations and increase their bottom line!

Real people

Real Success

Get started

Choose the plan for you

You’re never locked in. If it’s not working out, you can cancel your membership at any time. For less than any course, Mastermind, Masterclass or 1:1 we offer, you can get access to Maureen and several other industry experts during live Q+A sessions, Masterclasses, and Tech Day live virtual events!

MONTHLY

Membership
$ 99 A MONTH
  • Monthly masterclasses with Maureen Werrbach
  • Monthly live Q+As with Maureen and HR and Finance industry exerts
  • Quarterly live Tech Day events with guest experts to support group practice tool implementation and project management
  • Quarterly live Masterclasses guest experts focused on implementation, to take actionable steps after each session
  • 
Monthly structured Co-working sessions to support you in accomplishing your goals
  • The Exchange FB Group Networking Community plus a Weekly Newsletter with guides and implementation and educational support
  • 100+ editable docs, including contracts, offer letters. client-facing and staff-facing documents. business docs, and MORE
Most Popular

3 MONTH

Membership
$ 247 EVERY 3 MONTHS - Save 20%
  • Monthly masterclasses with Maureen Werrbach
  • Monthly live Q+As with Maureen and HR and Finance industry exerts
  • Quarterly live Tech Day events with guest experts to support group practice tool implementation and project management
  • Quarterly live Masterclasses guest experts focused on implementation, to take actionable steps after each session
  • 
Monthly structured Co-working sessions to support you in accomplishing your goals
  • The Exchange FB Group Networking Community plus a Weekly Newsletter with guides and implementation and educational support
  • 100+ editable docs, including contracts, offer letters. client-facing and staff-facing documents. business docs, and MORE

GP Playbook

Docs + Templates
$ 1497 ONE-TIME Investment
  • 100+ Editable Docs Include But Not Limited To:
  • Financial Docs from CPT Rate Average Template, Breakeven Spreadsheet to The Profit First Doc

  • Hiring and Recruiting Docs from Clinician, Leadership, and Admin Job Ads, Contract Template and Interview Questions, Offer Letters
  • Plus Clinician-cost Calculator Spreadsheet, Marketing Docs, Client-facing and Staff-facing Documents
  • Systems and Processes Outlines and Docs, KPI, Metrics, and Office Management Docs, Templates, Guides.
  • Plus client-facing docs, survey, spreadsheet, client retention, tracking templates, + MORE.

FAQs

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