Private Practice
Startup Guide

From EIN setup to HIPAA compliance, EMRs, banking, and building your referral network—this guide is packed with everything I wish I had when I left my agency job. No guesswork. Just real, practical steps to start strong.

Private Practice Startup Guide

Your no-fluff checklist to launch your private practice with clarity and confidence.

From EIN setup to HIPAA compliance, EMRs, banking, and building your referral network—this guide is packed with everything I wish I had when I left my agency job. No guesswork. Just real, practical steps to start strong.

đź“„ Set up your EIN, NPI, and business structure with a clear, step-by-step checklist.

đź”’ Understand HIPAA compliance without the legal jargon or overwhelm.

đź’» Choose the right EMR and tech tools to streamline your workflow from day one.

🏦 Set up business banking and handle finances like a pro (even if numbers aren’t your thing).

🌍 Build a secure online presence with the right domain, email, and website basics.

🏥 Navigate private pay vs. insurance and pick the path that fits your values.

🤝 Learn how to start building your referral network authentically and strategically.

📆 Follow a simple plan to transition out of your agency job without the burnout spiral.

🎤 Get real-world advice from someone who’s built a 7-figure practice and lived the struggle.

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