What is
The Exchange?
The Exchange is a monthly membership program made specifically for DIY group practice owners. It’s a business development resource dedicated to group practice ownership and leadership. It’s meant to be your reference, your guide, your training hub and your place for connection with othergroup practice owners.
How do you know if you’re
a business DIY-er? Do you:
- Want to learn all you can about the different areas of your business?
- Get excited at the thought of being able to pop in on various experts’ to get answers to the questions that matter to your business?
- Want to have resources at your fingertips so you can build your practice at your own pace?
- Love the idea of peer support, but need an environment that facilitates that support?
- Want to connect with & bounce ideas off of like-minded business owners?
the membership
As part of our membership, we offer several ways to get
support
in your group practice building journey, such as:
live Q+As with
industry experts
Peer accountability groups
to help
you stay on track
with your goals
A monthly live masterclass
with me Maureen Werrbach
and a monthly live masterclass with an outside expert.
opportunities for
podcast
coaching
sessions
group practice specific
training video library
70+ editable docs,
including contracts, offer letters, client facing and staff facing documents, and business docs
What is
The Exchange For?
- Business DIY-ers who like to dive in and build their businesses from scratch
- Group practice owners looking for additional educational resources, support, and a platform to connect with like-minded business owners!
- Clinicians looking to start a group practice who want to get ahead of the game by learning first steps to succeeding as a group practice owner
- New group practice owners looking for training materials and support in starting and scaling their fledgling group practice
- Established group practice owners who are looking to organize, streamline, expand or build their group even more, and want the extra guidance
- Group practice owners at any stage who want personalized feedback on all aspects of growing a successful group practice (remember, see below for those Q+A sessions each month with our facilitators)
- Group practice owners who want all the best group practice resources in one spot so they can build at their own pace.
- Group practice owners who want peer accountability and a supportive sense of community. Because we all know, this shit is hard!
What is
included?
- Monthly training sessions and expert interviews - with Maureen and experts who help group practice owners grow and scale their businesses
- Podcast coaching opportunities - several members a month will be chosen for one on one coaching on the podcast.
- Monthly Q+A/Office Hours - with Maureen and 5-7 other experts. That's 5+ hours of Q+A opportunities per month! Q+A topics listed below next to each facilitator's bio. These videos will be recorded and uploaded into the private Facebook group for members to watch
- A growing resource library - full of useful training videos, interviews and coaching session recordings so you’re never left struggling to figure things out on your own-and this resource grows each month!
- Peer-led accountability groups - where you get monthly 90 minutes of group practice support from 2-4 other Exchange members in a similar stage as you
- Local group practice owner meetups - member-hosted get togethers to grow your network locally.
- Bonus:70+ editable docs, including contracts, offer letters, client facing and staff facing documents, and business docs
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.
meet the
CUrRENT Q+A FACILITATORS
Maureen Werrbach (she/her/hers)
The Group Practice Exchange
Maureen is the owner of a multi location group practice in Chicago and owner of The Group Practice Exchange and co-owner of 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.
Roy Huggins (he/him/his) + Liath Dalton (she/her/hers)
Person Centered Tech
Roy Huggins, LPC NCC, is a counselor in private practice, a professional web developer, ethics professor, subject matter advisor for licensing boards and professional organizations, and the Director of Person Centered Tech.
Liath Dalton is the Deputy Director and co-owner of PCT. Liath oversees the vendor review program and is the account manager for group practices working with PCT. She loves helping practices find solutions that meet the security and functionality needs that allow them to meet clients where they are.
Person Centered Tech provides group practice service plans that are a comprehensive program for full HIPAA compliance and are foundational for a therapy-affirming/client supporting security culture. We know that running a group practice isn’t easy, and we want to make it easier for you by being your “co-pilot” through your tech and security compliance needs. Using our security lens, our custom solutions will support your therapeutic practices and organizational efficiency. Unlike more traditional compliance approaches, we say “yes” to the things you need, and find a secure way to do so. It’s a bit like like tech therapy for the therapist. Their Open Office Hours/Q+A will focus on all things HIPAA.
Julie Herres (she/her/hers)
GreenOak Accounting
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:
- Helps practice owners make daunting financial decisions by acting as a trusted advisor who is intimately familiar with their situation
- Coaches practice owners from the mindset of "I don't understand the numbers in my practice" to "I feel confident and empowered to make the right business decisions!"
- Guides practice owners from having no cash in the bank to having healthy reserves using the Profit First methodology
Niki Ramirez, MBA/PHR/SHRM-CP (she/her/hers)
HR Answers LLC
Founder | 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!
Brandy Mabra (she/her/hers)
Brandy Mabra, is the CEO of Savvy Clover Coaching & Consulting and a Business and Leadership Coach. She is a graduate of The Ohio State University and A.T. Still University where she received a Masters in Health Administration (business degree). Brandy is a Certified Professional Coach and Master Energy Leadership Practitioner, receiving her credentials from the Institute for Professional Excellence in Coaching (iPEC). Brandy has 15 years of business management and leadership experience working in the healthcare industry. She has worked in diverse business climates and has helped transform struggling businesses into well oiled and profitable machines, with engaged teams. Brandy helps her clients to own their CEO role and empowers them to be savvy business leaders not at the mercy of their business, but the one in control of their business.
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 I sell, any Mastermind, Masterclass or 1:1, you can still get access to me (and SIX other experts) during live Q+A sessions and all the training videos, documents, accountability groups and more. Totally doable.
MONTHLY
Membership-
Monthly training sessions and expert interviews
-
A growing resource library - full of useful training videos, interviews and coaching session
-
Peer-led accountability groups
-
Local group practice owner meetups
-
70+ editable docs
3 MONTH
Membership-
Monthly training sessions and expert interviews
-
A growing resource library - full of useful training videos, interviews and coaching session
-
Peer-led accountability groups
-
Local group practice owner meetups
-
70+ editable docs
ANNUAL
Membership-
Monthly training sessions and expert interviews
-
A growing resource library - full of useful training videos, interviews and coaching session
-
Peer-led accountability groups
-
Local group practice owner meetups
-
70+ editable docs
FAQs
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