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:

answer your toughest questions about HR, finances, compliance, and running your practice
Quarterly Live Masterclasses with Industry Experts to help you learn the ins and outs of all aspects of running a practice
Monthly Live Masterclass with Maureen to learn how to be a better practice owner
Private Facebook Group community for on-demand support and connection from other group practice owners.
Extensive content library with pre-recorded videos and resources on demand
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

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!

Maureen Werrbach (she/her/hers)

The Group Practice Exchange

Founder, CEO of TGPE and Urban Wellness

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!

Casey Gromer

Casey Gromer is an MBA graduate with over two decades of experience in business and marketing. Currently serving as a business strategist and Fractional Integrator for group practice owners, Casey excels in crafting business management systems that drive profit and accountability.

Casey specializes in accountability, performance measurement, leadership, structuring teams, business planning, business systems and operations.

Liath Dalton (she/her/hers)

Person Centered Tech (Workshops)

Liath | Co-Owner and Deputy Director

Liath Dalton is PCT’s deputy director and a co-owner. As the group practice service plan manager, 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.

Liath’s consultation area of expertise is focused on selecting the right combination of services and tech that not only meet the legal-ethical needs of mental health practices, but also the functionality, efficiency and cost-effectiveness needs as well.

Real people

Real Success

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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!

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