A GROUP PRACTICE OWNERS
 BUSINESS TRAINING HUB

What Is The Exchange?

The Exchange’s 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:

  • 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:

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

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!

Membership $99 A Month

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!

Membership $247 Every 3 Months
(Save 20%)

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 masterclasses with Maureen Werrbach

Monthly masterclasses with Maureen Werrbach

Monthly masterclasses with Maureen Werrbach

Monthly live Q+As with Maureen and HR and Finance industry exerts

Monthly live Q+As with Maureen and HR and Finance industry exerts

Monthly live Q+As with Maureen and HR and Finance industry exerts

Quarterly live Masterclasses guest experts focused on implementation, to take actionable steps after each session

Quarterly live Masterclasses guest experts focused on implementation, to take actionable steps after each session

Quarterly live Masterclasses guest experts focused on implementation, to take actionable steps after each session

The Exchange FB Group Networking Community plus a Weekly Newsletter with guides and implementation and educational support

The Exchange FB Group Networking Community plus a Weekly Newsletter with guides and implementation and educational support

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

100+ editable docs, including contracts, offer letters. client-facing and staff-facing documents, business docs, and MORE

100+ editable docs, including contracts, offer letters. client-facing and staff-facing documents, business docs, and MORE

Membership $99 A Month

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!

Membership $247 Every 3 Months
(Save 20%)

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 masterclasses with Maureen Werrbach

Monthly live Q+As with Maureen and HR and Finance industry exerts

Quarterly live Masterclasses guest experts focused on implementation, to take actionable steps after each session

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

Meet the Current Q+A FACILITATORS

Maureen Werrbach

Founder, CEO of TGPE and Urban Wellness
The Group Practice Exchange Read More

Julie Herres

Founder, CEO | IRS Enrolled Agent
GreenOak Accounting Read More

Niki Ramirez

Founder, CEO | Principal Consultant
HR Answers LLC Read More

Casey Gromer

Business Strategist and Fractional Integrator
Casey Gromer Read More

Liath Dalton

Liath Dalton Liath | Co-Owner and Deputy Director
Person Centered Tech (Workshops) Read More
Group Practices
supported
Nearly 0
Group Practice specific training resources
Over 0
live training sessions conducted
More than 0
years in
operation
Over 0

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.

What is
The Exchange For?

What is
Included?

Real people Real Success

Questions? Visit The Exchange FAQs

Maureen is very hands-on in the membership, plus monthly Q+As and office hours. While you may not get one-on-one access to Maureen, The Exchange is here to support and help you but we also have several expert contributors who are ready to support your growth too.

If it’s not working out, you can cancel your membership at any time. Please note that you will be billed for the full subscription if you choose to cancel in the middle of a subscription.

No problem! Things get busy, especially as group practice owners. That’s why you also get access to an ever-growing library of session recordings and pre-recorded training videos and more!

 

Our member’s newsletter that goes out every Friday will also share the most relevant Q+A replay for you to watch for up to 2 weeks after the live date!

 

This gives you the opportunity to watch whatever you missed by a certain time period so you can stay on top of all the membership content!

With over 90 editable documents, templates, and group practice-specific documentation for you to download and customize, The Exchange can definitely help ease the stress of paperwork and documentation.

There is a ton of support offered for group practice owners! Besides the weekly Q+A sessions with various experts, you’ll also get access to masterclasses held by Maureen, and special guests discussing group-practice-specific topics! And, a community of other group practice owners and peer-led accountability groups.

The Exchange is a place for growth, learning, and networking with group practice owners in all stages of their business, each one dedicated to growing a thriving and successful practice just like you!

Are you ready to join us?

Liath Dalton

Liath | Co-Owner and Deputy Director
Person Centered Tech (Workshops) 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.

Casey Gromer

Business Strategist and Fractional Integrator
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 operation

Niki Ramirez

Founder, CEO | Principal Consultant
HR Answers LLC 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!

Julie Herres

Founder, CEO | IRS Enrolled Agent and Financial Advisor
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

Maureen Werrbach

Founder, CEO of TGPE and Urban Wellness
The Group Practice Exchange 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.
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