WHAT IS THE EXCHANGE?

The Exchange is a membership program made specifically for group practice owners. It’s a business development resource dedicated to group practice ownership in all facets. It’s meant to be your reference, your guide, your training hub, and your place for connection with other group practice owners. Join us in the group practice building journey.

WHO IS THE EXCHANGE FOR?

  • 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)

WHAT’S INCLUDED IN YOUR MEMBERSHIP?

  • Access to tons of helpful resources like trainings and interviews with experts who help group practice owners
  • 1:1 coaching - Every month 4 members will be randomly chosen to receive 1:1 coaching - 2 members with Maureen and 2 members with Kasey Compton, with the coaching sessions available for members to watch in the Facebook group
  • 4x/month Q+A/Office Hours with Maureen and three other experts in finances, getting to 7 figures as a group practice, and leadership/staff management. That means once a month Q+A on finances with Mary Beth Storjohann, once a month Q+A on leadership with Katie Vernoy, once a month Q+A on getting to 7 figures with Kasey Compton, and once a month Q+A with Maureen on a different topic each month. These videos will be recorded and uploaded into the private Facebook group for members to watch
  • A place where you can look through a library 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
  • Access to a community Facebook group, with several mini trainings a month that are inspired by topics and conversations inside the group
  • Bonus: EVERYTHING in my paperwork packet is included in the documents section

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.

In the Exchange, you’ll find…

  • Video training :: each month Maureen records a new training on topic suggestions made by you. Because we know that business building doesn’t stop. We’ll throw a poll out each month to see what’s needed most. You dictate the training video topic.
  • Expert interviews :: every month we’ll upload a new interview with an expert who will help your business. These experts help business owners like you keep their businesses successful. Learn how to bring your practice to the next level or learn a new business skill in these interviews.
  • 1:1 coaching :: sign up for a free individual coaching session with Maureen or with Kasey Compton. These sessions will be uploaded for Exchange members to watch. Normally $300 an hour outside of the Exchange, you’ll get this for free. Just bring your topic/question and we’ll explore it. Every month, 4 members will be randomly chosen to receive 1:1 coaching - 2 members with Maureen and 2 members with Kasey Compton. The videos will be uploaded to the private Facebook group for members to watch.
  • Q&A/Office Hours :: we’ll host 4 monthly live Q&A/Office Hours :: Maureen, Katie, Mary Beth and Kasey will host office hours once each month, which means four (4) Q+A hours per month! These sessions are recorded for those who can’t make it and uploaded into the private Facebook group. This is your time to get personalized feedback on and ask questions about various areas of group practice ownership.
  • A documents page with any document Maureen has ever made for group practice owners. literally. every. document.
  • A private Facebook group for you to join & build a community. Because we all know we need a tribe of people who know what we are going through. There are several mini trainings a month that are inspired by topics and conversations inside the group.
  • Join a small, 3-5 member peer-led monthly 90-minute accountability group :: these are 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. Each person’s strengths are part of the group structure, so each member will have a different strength, to form a well rounded group. Once you’re in your group, it’s yours to mold!

Training video content is dictated by YOU, so only relevant information is published. Each month, I’ll upload a new video  into the trainings page, q+a page, AND expert interviews page. Thats 3 NEW videos (the q+a is recorded for those who cant make it live) a MONTH. AND as time passes, the library will bulk up more and more.

MEET THE Q+A FACILITATORS

Katie Vernoy, Evolve To Thrive

Katie Vernoy is a Licensed Marriage and Family Therapist and founder of Evolve to Thrive Consulting. Katie has always loved leadership and began stepping into management positions soon after gaining her license in 2005. Katie's experience spans many leadership and management roles in the mental health field: program coordinator, director, clinical supervisor, hiring manager, recruiter, and now President-Elect of her state professional organization. In one of her management roles, Katie was able to transform a struggling mental health program – engaging the team in implementing solutions that improved clinical outcomes, increased clinician productivity (and billing), and won awards for innovation and best practices. Now, in business for herself, Katie provides coaching and business strategy to support leaders, visionaries, and helping professionals in pursuing their mission to help others, through one-on-one consultation as well as leadership and staff management training.

Join Katie each month during her Open Office Hours/Q+A to talk through recruiting, hiring, on-boarding, training, and supervising your staff members, as well as how to fully step into leadership as a group practice owner.

Mary Beth Storjohann, Workable Wealth

Mary Beth Storjohann, CFP® and Founder of Workable Wealth works as a financial planner and accountabilty coach to help clients across the country make smart, educated choices with their money. She focuses on working with entrepreneurs in helping with personal and business financial planning and has a subset of clients specializing in private and group mental health focused practices. Her recent accolades include the “Top 40 Under 40” by Investment News, “10 young Advisors to Watch” by Financial Advisor Magazine, and “10 of the Best Personal Finance Experts on Twitter.” She frequently appears on NBC as a financial expert and her expertise has been featured in The Wall Street Journal, CNBC, Forbes and more.

Be sure to visit her monthly Open Office Hours/Q+A each month to talk all things financial!

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 the idea of making your practice profitable and getting to a million dollar group practice. Ask your questions related to scaling your group practice in her monthly Q+As!

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 general, so you can ask any question that is on your mind!

How much does it cost?

Get it all for just $69 per 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 I sell, any Mastermind, Masterclass or 1:1, you can still get access to me (and three other experts) during live Q+A sessions and all the training videos. Totally doable.