A Group Practice Owners

Business training Hub

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:

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?

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.

meet the

CUrRENT Q+A FACILITATORS

  • Ajita Robinson
  • Ariel Ward
  • Kasey Compton
  • Maureen Werrbach
  • Roy Huggins + Liath Dalton
  • Beatriz Craven
  • Lindsay Keisman
  • Ken Clark

Ajita Robinson

Coin Collectors Academy, Mastering Insurance LLC and Friends in Transition Counseling, LLC

I'm an Income Strategist, Multi-passionate Entrepreneur, Clinician, and Educator. I am the CEO of Coin Collectors Academy, Mastering Insurance LLC and Friends in Transition Counseling, LLC. I launched my Private Practice while finishing my doctorate. Within 8 months of opening my practice I scaled to a group practice and have now built a 7-figure practice. I have successfully built two other 6 figure businesses.

I leverage my experience as an income strategist and business development specialist to support small business owners in building businesses that give them freedom and flexibility while making an impact on the people and communities they serve.

Join Ajita each month during her Open Office Hours/Q+A to talk through passive income strategizing.

Ariel Ward

Abacus Wealth Partners

Ariel Ward, CFP® is a financial advisor with Abacus Wealth Partners. She has over a decade of experience in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helping business owners, individuals and families understand their financial lives and make better decisions with their money.

Ariel helps her clients define their biggest goals, minimize their financial risks and build their long term wealth. She believes having a clearly defined financial plan gives her clients the ability to be more present with their families and friends and gives them the freedom to enjoy their life.

Kasey Compton

Mindsight Behavioral Group

Kasey R. Compton is a Licensed Professional Counselor who knew from the moment she applied for graduate school that she wanted to be a group practice owner. Since 2015 she has owned and operated her practice, Mindsight Behavioral Group. This group has grown and evolved from 2 providers to 70 in less than three years! Kasey focuses on the 3Ps, People, Process, and Profits when she's working with other group owners scale their practices. She enjoys developing innovative and strategic ways to be more efficient and make more money in your business!

Her Open Office Hours/Q+A will focus on systems (organizational structuring, policies and procedures, workflows, etc.) for any size group practice.

Maureen Werrbach

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 + Liath Dalton

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.

Dr. Beatriz Craven

Modern Therapy

Dr. Beatriz Craven built a 7 figure private pay practice within 3 years - while caring little about financial gain and valuing everything about impact, her team, and creating an innovative practice that spoke to her community’s needs. Her team is based in Houston, Texas and practices internationally through therapy and coaching services. She loves them. This life. And joyfully anticipates the next wave of creation to come.

Her Open Office Hours/Q+A each month will be specific to private pay group practices.

Lindsay Keisman

Pivotal Counseling Center

Lindsay Keisman is the owner of Pivotal Counseling Center, a group practice with two locations in a rural/suburban area. Lindsay has a double masters in counseling and organizational psychology with experience providing team development and executive coaching. Before launching her group practice, Lindsay managed a hospital-based behavioral health program with therapists, nurses, and doctors. Lindsay loves to help people strike a balance between kicking ass at work and a healthy lifestyle with their family and friends. Lindsay is known for saying it like it is, helping you step-by-step, and offering practical “how-to” tips and approaches. She helps with everything from leadership, hiring, structuring and staff engagement to the basics of insurance, websites, and processes that help practices run smoothly and efficiently. Mindset is important, so she likes to investigate any roadblocks that are getting in the way of you taking that next step or addressing that gnawing concern. Once you have that, she will be your biggest accountability cheerleader to make sure you land right where you need to be!

Her Open Office Hours/Q+A will focus on all things group practice startup to scaling.

Ken Clark MA LMFT

Chenal Family Therapy

Ken is the owner of Chenal Family Therapy, a group practice with 100+ clinicians and 15 full-time admin personnel, spread across 17 locations in Arkansas. His practice has been twice named to the Inc 5000 list of fastest growing privately owned businesses in the U.S. In addition to attracting virtually every type of psychotherapy modality and license to his practice, Ken is an expert at recruiting and retaining prescribing psychiatrists and nurse practitioners. Ken considers himself a corporate culture nerd, insisting that group practice leaders must demonstrate the vulnerability, intimacy, and self-review that they hope for out of their teams. Ken is also a seven-time published author on personal finance topics and a talented consultant who loves helping entrepreneurs monetize their hard knocks and great ideas.

Ken's Q+As will be on a variety of topics, so check back here every month to see what's coming up!

Real people

Real Success

Special Limited time offer

Lock in your lower monthly rate for a limited time only

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

$99 A Month

Cancel anytime

ANNUAL

Membership

2 months free

$990 A Year

Cancel anytime

FAQs

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