Practicing Independence
A Field Guide for Independent Medical Practices
A 53-page workbook and program built to be worked through with your leadership team. Six chapters and 18 structured worksheets covering foundations, financial clarity, operations, leadership, growth strategy, and succession planning.
The chapters
Read each chapter online. Each one ends with worksheets your team completes together — sign in as a member to save your answers.
Chapter 1
Foundations of Independent Practice
Define your independence aim, assess your foundation, and understand the four core disciplines of thriving independent practices.
Read chapter 1Chapter 2
Financial Clarity
Build a clear line of sight from collections to margin so you can see problems while they are still cheap to fix.
Read chapter 2Chapter 3
Operations & Systems
Map how work actually moves through your practice, find the friction, and standardize the handful of processes that decide your day.
Read chapter 3Chapter 4
Leadership & People
Define who decides what, build the leadership bench the practice needs, and make retention a system instead of a hope.
Read chapter 4Chapter 5
Growth & Strategy
Choose where the practice grows, price and staff for it, and stop growth that costs more margin than it creates.
Read chapter 5Chapter 6
Legacy & Exit
Plan succession on your terms: valuation, internal transition, partnership tracks, and the conditions under which you would ever sell.
Read chapter 6How you can work through it
Self-Guided
The full workbook and chapter worksheets. You and your leadership team work through it at your own pace.
Chapter Check-Ins
Everything in self-guided, plus written feedback on each chapter submission and a risk-and-next-move summary.
Full Service
Guided implementation with a working cadence, action plan tracking, and a practice health scorecard reviewed with you.