You’re running a real operation now – multiple locations, a full leadership team, dozens of clinicians, and more moving parts than any human should have to track. The decisions you make today ripple across 30, 40, 50+ people. And at this level, your questions shift from tactical to strategic.
This stage is where owners catch themselves thinking:
- “How do I build something that runs without me?”
- “What’s my long-term plan here—grow, exit, reinvent?”
- “How do I future-proof my practice against the industry shifts we all feel coming?”
- “Is my leadership team as strong as it needs to be?”
- “Am I missing opportunities? Or risks?”
You’re not looking for basic advice. You’re thinking about stability, longevity, high-level strategy, and sustainable leadership. You’re thinking about succession, valuation, competitive advantage, and what your role looks like in the next 3–5 years.
This session is built for owners who are thinking beyond the day-to-day – and are ready to talk about the business they’re building for the long haul.
A Quarterly Open Discussion
(Free, every time)
Each quarter, we gather for a strategic conversation on what’s impacting large group practices right now.
Every session covers a new set of hot topics based on the current industry climate and emerging trends.
It’s free to attend—you simply register each quarter—and you’ll get:
- high-level forecasting,
- strategic clarity,
- leadership insight, and
- the space to talk openly with other large-practice owners who get the complexity you’re carrying.
You’ll leave with direction, not noise.
This Quarter’s Hot Topics
The Future of the Industry (2025–2030 Forecast)
What’s coming with payers, PE, regulations, tech, and care delivery—and how to stay ahead instead of reacting.
Building a Self-Managing Practice
Your directors, supervisors, and admin team should be running day-to-day without you. We’ll talk structure, accountability, and the systems that make it possible.
Advanced Revenue Streams
Retreats, intensives, employer contracts, clinical programming, non-clinical offers, and how to diversify without watering down your brand.
What You Get
Perfect for you if…
Have 31+ team members
- You’re running a large team and need to think in terms of systems, not tasks.
- You want a practice that runs smoothly without your constant involvement.
- You’re thinking about long-term strategy—growth, succession, valuation, exit, or reinvention.
- You’re aware of the changing insurance landscape and want to stay two steps ahead, not scramble later.
- You know your leadership team needs more depth, clarity, or authority for the business to stabilize.
- You’re exploring new revenue streams or advanced programming and want guidance on what actually works.
- You want to connect with other owners who understand high-level complexity—not surface-level issues.
- You’re stepping into a truly visionary role and want to make decisions from a 3–5 year lens, not a weekly crisis lens.
- You’re building a business that’s bigger than you—and you want to do it intentionally.
Ready to LEGACY SESSION?
For group practice owners with 31+ team members
Date & Time: March 3, 10am