The Private Practice Pivot

The secret to creating your dream self-pay private practice!

WHAT IF YOU COULD TRANSFORM YOUR PROFESSIONAL LIFE AND...

WITH OUR COURSE YOU WILL

✔ Have a clear plan to open your doors

✔ Have an organized business that runs itself

✔ Earn an income you deserve without guilt

✔ Set your own schedule

✔ Have time and energy to be creative 

✔ Work with your ideal client every day

Avoid missing essential steps by using our proven step by step system to open your private practice

Have all of the clinical and administrative documents you'll need for your business. 

Do you dream of starting your own private pay practice but are feeling...

  • Feeling overwhelmed with internet searches, endless open browsers, and/or killing trees with stacks of printed materials.

    Feeling lost and not knowing where to start!

  • Concern about setting yourself up ethically and to prevent liability issues.

    Not knowing how to avoid those "Oh Shit" moments.

  • Feeling like a great big imposter.

    Being worried about administrative tasks, money management, and organizational systems that are needed to be successful. Description text goes here

Cindy and Melissa were both working in agency jobs feeling

 *Burned Out

*Trapped

*Crispy & Crunchy

WE’VE BEEN THERE

Feel freedom with our 

*Flexible Schedules

*Increased Financial Security

* Ideal Clients

*Creativity & Confidence

NOW WE BOTH HAVE

TESTIMONIALS

Christina Weaver Rosner, LCSW

“"I have known Melissa and Cindy for many years and had the privilege of working closely with them.  I know firsthand the benefit of Melissa's attention to detail and her perpetual goal of working smarter, not harder. 

Melissa is masterful at creating templates and tracking tools that are user-friendly yet capture all the needed information to assure compliance.  In a field that requires practitioners to maintain appropriate clinical documentation, accurate billing records, and scheduling, this system is everything!".”

Nancy Lobdell, LCSW

perpetual goal of working smarter, not harder.”

“Melissa and Cindy's program helped me develop the confidence to open my own practice within a five month period of time.  The prospect of moving away from an organization into private practice was intimidating to say the least.  Melissa and Cindy were very reassuring and prompt in responding to any questions/concerns.  Their group consultations were helpful in normalizing fears, offering support, and challenging negative thoughts/beliefs.  I would highly recommend utilizing their program if you are looking to make the jump!”

Dani Fluhr, LCSW

We help burned out therapists by offering a step by step plan to open and successfully run a private practice while building their unique brand.   

Private Practice Pivot Delivers...

TOOLS FOR SUCCESS

21 administrative tools to use in your private practice which will save you time, money, and your sanity.

ORGANIZATION

Know how to successfully set up your business from the start, from clinical needs to tracking administrative income and expenses on a month to month business.

CONFIDENCE

We will give you the instructional manual. It includes everything that's necessary to open and you won't have to worry that anything has been forgotten (no oh shit moments). 

MINDSET

Kiss imposter syndrome goodbye!!  Staying motivated towards your goals.

KEYS FOR SELF-PAY GROWTH

How to build a self-pay practice that is sustainable for the long haul.

BUSINESS SKILLS

What grad school didn't teach you about running a successful business.  Let's face it, feelings and good intentions don't pay the bills.

The Private Practice Pivot isn’t a business course, it’s a map. It’s everything you need to know to get from where you are to where you want to be. I’ve always been interested in private practice, but the number of unknowns stopped me from ever doing more than just daydreaming about it. But now I know every question that needs to be answered, and I have everything I need to get the answers that are right for my practice.

Testimonial

Mary Mayhew, LCSW


Start off with everything you need to know so that you can open your door for business! 

WHAT’S COVERED:

LOGISTICS:

1.

  • Get clear on what's needed from choosing a business name to then completing the required steps to register your business.

  • I'm an official business! NOW WHAT???

    Know what's vital as you are planning for the cost of running a profitable business while you're ensuring a steady flow of clients.

  • Everything to do with client health information, client privacy, and secure communication with clients.

    Know how to avoid HIPAA violations!

  • Avoid financial confusion and overwhelm as we help you set up an easy-to-use and easy-to learn financial tracking system that lets you track your business expenses from the get-go.

    Know how to talk to your accountant about finances without sounding clueless. Item description

  • Know what needs to be included in your clinical forms when working in private practice.

    Attorney approved forms provided to get you started.

  • Setting your prices like a confident BOSS

    What you should consider before determining your client fees.

    Private pay vs. EAP vs. Insurance Paneling

MARKETING:

2.

  • How to be sure people know you are out there!

    What's needed so that clients can find out about you and the counseling services that you offer.

  • How to find clients who need your expertise and support.

MINDSET:

3.

  • Creating that confident, self-assured mindset that you want in private practice.

    Practice effective personal mindset strategies while shifting towards a healthy and balanced professional life.

BONUS:

4.

  • Gain access to our insider system and easy to use templates so that you can keep your clinical forms and business organized.

    Proven system that helps you track everything from paying taxes to updating clinical forms as required by the government.

  • Be included in our private and exclusive Facebook group with Melissa, Cindy, and other members in the community. Have a place to ask questions or find answers other’s have already asked.

Start off with everything you need to know so that you can open your door for business! 

We Help Therapist

  • Know all the important steps you must take in setting up your business so you'll save time and know that you've done it right.

    Know what's necessary to get started ASAP even if you're unable to cut ties with your agency job.

  • Save money and time

    Eliminate feeling overwhelmed by all of the research and have a step by step system to help you develop the knowledge you'll need as a business owner.

  • Be clear about what makes you excited

    Be helped by us as you consider the benefits of specializing in a niche where there's a high need for therapists who are trained to help.

  • Reduce the number of hours lost because you're spending time on trying to organize your business

    Use our forms for determining the operational costs and income necessary to start and keep your business running.

⌛Eliminate hours of googling, information overload, or misinformation.

Our course guides you through the steps from zero to launch. 

💻Have access to our exclusive Facebook group for support from Melissa & Cindy and your fellow group members.

Course Structure

This is a self paced course with articles, descriptions, business tools, and videos. This course is a step by step guide to what you need to open your doors and 21 administrative tools that help you smoothly and successfully run your business.

All sales are final and non-refundable.
Please read our Terms & Conditions and Privacy Policy before proceeding to checkout.

Private Practice Pivot
  • ✔ Links to the best blogs, information, & applications in one organized and centralized place. Goodbye to annoying note taking, killing trees, and excessive web searches.

  • ✔ Practical tools, forms, and worksheets to get you started and to be organized. Systems are key to success in your business.

  • ✔ Created by two therapists who have been there, done that and are sharing insider knowledge gained from our past mistakes. Avoid the "OH SHIT" moments.

TOOLS & FORMS INCLUDED:

Paperwork Packet

Attorney Approved Forms

Value = $497

Client Info & Policy Statement

Cover all office policies to protect your business.

Consent for Counseling Services to Children/Minors

Specialized consent for working with minors.

Client’s Rights, Confidentiality and Responsibilities

What clients need to know about their rights, responsibilities, and responsibility in the therapy process.

HIPAA Notice of Privacy Practices

HIPAA Notice notice that is provided to cover legal and ethical standars.

Accounting Features

What you get in our accounting spreadsheet(s).

Accountant approved!

VALUE = $791

Monthly Business Expense Tracking

Be able to replace Quickbooks with our easy expense tracking spreadsheet and how much you spend month to month.

Budgeting Tool

Have a clear picture of how much of your income is being spent on expenses and reaching your financial goals. 

Annual Business Tracking

Annual expenses by category are auto-populated and perfect to send to your accountant for tax season.

Income Tracking

Simple tracking system for income that keeps you on target and setting monthly and annual income goals.  

Break Down of Expenses

Know exactly how much of your budget is spent on each expense and when you need to cut back on expenses.

Profit & Loss Statements

Automated Profit and Loss Statement provided to show monthly and annual number. 

 FAQs

  • This program is for any provider or therapist who is currently in an agency position and dreams of doing part time or full time private practice work.

  • This depends on how much weekly time you are able to invest, but we created this program for those who work full time while starting their business.

    We remove the time and hours of googling and information overload so that you can hit the ground running.

    We know you have limited time OR energy, so making this process as easy and streamlined as possible was our top priority.

  • Our program is set up to give you a clear, quick answer to what you need to get started.

    But it also provides resources and articles for later research and when you have more time you will be able to take a deeper dive when time allows and you want to finesse your business.

    People are able to get off the ground in 2-3 months (based on the weekly time you are able to contribute).

    We know you are busy, have families, personal lives, and already tired from working full time.

  • YES! You can get the groundwork in place and that will be great timing, so you can open your doors and will have full confidence that you have everything you need.

  • You will have lifetime access to this program. This will be available for reference throughout your business venture.

  • You need little skill other than logging in! We set up the program for quick, easy use, with little tech skills needed.

Testimonials

Fire your full-time job!  Live your life on your terms.  

WHAT’S INCLUDED

TOTAL VALUE OF FORMS AND TOOLS =

$3,441

TIME SAVED (not researching or making costly mistakes) =

$1,197

Time is money! We have every clinical and administrative form needed.

Transforming Your Life & Career

The Private Practice Pivot:

 The step by step guide to establishing yourself in self-pay private practice.

$4,638

 $997

I’M READY TO PIVOT

$997

PRIVATE PRACTICE PIVOT

Remember time is MONEY. Paying for resources open your billable hours and save you money.