You Built a Practice
to Help Others.
You Deserve
Support, Too.

Lead confidently. Grow wisely.
You don’t have to guess your
way through it.

Support for Group Practice Owners Ready to Lead Smarter, Grow Faster, and Stay Profitable – because no one trained you for this part.

What’s Inside The Exchange

Whether you’re just starting your group practice or already scaling, our membership offers
three learning tracks to support you exactly where you are.

Startup Track

For group practice owners in the early stages who are figuring it out as they go. Discover foundational resources here for transitions from solo to group work.

Learn how to:

Scaling Track

For leaders who are growing into CEOs, increasing revenue, and wanting to streamline operations without
burning out.

Learn how to:

Visionary Track

For long-term thinkers focused on sustainability, stronger leadership, and building something that lasts.

Learn how to:

The Exchange Concierge

Every membership comes with a library of documents and video trainings. The problem is finding what you need in the moment you need it.

The Exchange Concierge fixes that.

It’s an AI tool trained on everything inside The Exchange. Every document, every training, every resource we’ve built over the years. When you have a question, you don’t have to remember which training covered it or scroll through a folder to find the right template. You just ask.

Stuck on how to structure clinician pay? Ask. Not sure what your next move is with a payer? Ask. Want the key points from a training you haven’t had time to watch? Ask it to summarize, and you’ll have the takeaways in a couple of minutes.

It’s like having someone who has memorized the entire membership sitting next to you, ready to answer whenever you need them.

Watch the walkthrough below to see how it works.

Find what you need for each stage of your practice.

Unclear on where you fit? That’s what we’re here for. Let’s find your fit together the moment you join.

A Taste of What’s Inside

The library that grows with your practice.

From your first hire to stepping into a visionary role — the docs and trainings
you need are already waiting for you.

Documents Library

100+ Ready-to-Use Templates

Client-Facing Forms Outpatient service agreement, HIPAA notice, intake assessments, teletherapy consent, good faith estimate
Employment & HR Employee manual, W2 & 1099 contracts, PIP template, termination checklist, time off tracker
Hiring & Job Descriptions Therapist, clinical director, intake, and admin JDs — plus offer letters and interview guides
Financial Tools Clinician cost calculator, breakeven analysis, profit first spreadsheet, insurance fee increase letter
Systems & Operations Workflow chart, onboarding guide, expansion flowchart, LookerStudio dashboard templates
Startup Essentials Group practice business plan workbook, startup checklist, BAA sample, questions for your attorney

Video & Masterclass Library

50+ Hours of On-Demand Training

Leadership Markers of effective leadership, leading in crisis, bringing on a clinical director, managing self-doubt
Hiring, Onboarding & Retention Standing out in a saturated market, hiring in a challenging market, 10 strategies for retaining staff
Financial & Compensation Scaling without sinking, salaried compensation, financial planning for expansion, income diversification
Metrics, KPIs & Systems Admin metrics you can't ignore, clinical metrics for scaling, system audits, data-driven growth
Marketing & Referrals Referrals reimagined, building your brand, modern marketing for group practices
Vision, Legacy & Scaling The competitive edge corporate can't replicate, industry shifts to watch, exit & succession planning

New masterclasses and documents added every month — your library keeps growing.

Find the Support that Works for You

With everything from business tools to monthly live support, The Exchange is designed to save group
practice owners time, stress, and the burden of solo decision-making.

Membership

Free 7 Day Trial

then $99/month

7 days free. Cancel anytime within your 7 day trial, or automatically join for $99/month with a 6-Month Minimum Commitment. After that, you’re free to cancel anytime.

Membership

$445

Every 6 Months

(Save 25%)

6-Month Minimum Commitment.
After that, you’re free to cancel anytime.

Membership

$99

A Month

6-Month Minimum Commitment. After that, you’re free to cancel anytime.

With instant access to 200+ resources, trainings, and templates, The Exchange is built to deliver value from day one. We require a six-month minimum commitment because we know the real transformation happens when you stick around long enough to use it. Bill monthly or bi-annually.

Your Membership includes:

Both plans include everything below.

Monthly Masterclasses with Maureen Hermann on the most pressing challenges facing group practice owners.
Quarterly Live Q&A with Exchange advisors in HR, finance, compliance and operations.
Upcoming TGPE events & programs shared first, with early access to special discounts and offers.
Over 100 Editable Docs offer letters, contracts, client/staff templates, policies & more.
Weekly Member Email Roundup so you never miss a key insight or replay.

Monthly Live Q&As with Maureen Hermann - bring real-time challenges and get expert guidance.
Quarterly Guest Expert Trainings - deep dives into trends, strategy, and implementation.
Private Peer Community in our active members-only Facebook group.
A Massive On-Demand Video Library with trainings you can revisit 24/7.

“Being a group practice owner is much harder than I expected, but being a part of the Exchange has helped me gain an incredible amount of knowledge and support. Maureen is very available within the membership and it’s so comforting to have an expert to consult with and learn from on a regular basis. I highly recommend this membership, whether you’re in your first year of ownership or you’re a more experienced group practice owner.”

Nicolle Osqueda, LCPC

Lincoln Park Therapy Group

You Built a Practice
to Help Others.
You Deserve
Support, Too.