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Mental Health Private Practice Business Plan PDF Template

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Turning Your Passion Into a Business: Creating a Counseling Private Practice Business Plan

As a therapist, you have already gained a wealth of experience and knowledge in helping people overcome their mental health challenges. Opening your private practice is the next logical step in your career progression. However, being your own boss means that you will have to manage various aspects of your practice, such as finances, marketing, and administration. You must have a well-structured business plan to ensure that your practice thrives and you can provide the best possible care for your clients. This article will help you identify your goals , target market, and strategies for growth and enable you to make informed decisions on how to run your practice sustainably and successfully.

What is a Private Practice Business Plan and Why do You Need One?

Owning your practice is attractive for many reasons. However, developing a solid business plan is essential before taking the plunge. A business plan for a therapy practice outlines your vision for the practice and how you plan to achieve it. It helps to ensure that you have  considered all necessary details  and are ready for any challenges. Without a comprehensive business plan, you could quickly become overwhelmed, underfunded, and struggle to keep your practice running.

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A well-crafted business plan will guide you through obstacles and help ensure the success of your private practice. Although it requires a lot of effort upfront, it provides you with a roadmap to follow and the assurance that you are ready for this new venture. With passion, planning, and persistence, you'll be on the right track to turning your vision into reality.

Creating a Compelling Business Description and Service Offerings

Your business description and services are vital for attracting clients. Make sure to explain precisely what you do in a simple yet engaging way. When highlighting your services, focus on the key elements defining your practice while appealing to your ideal clients. Being authentic and letting your passion for the work shine through is indispensable. Remember, your business description is your chance to connect with potential clients, so speak with empathy, warmth, and care directly to them.

Finding Funding Sources and Estimating Costs for Your Mental Health Private Practice

Funding a new private practice can be challenging , but options are available if you do your research. As a therapist, your passion is to help people rather than to handle numbers and finances. However, to turn your passion into a sustainable business, you must consider the costs of starting and keeping your practice running.

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A solid business plan should include a financial plan that estimates your expenses. Some costs to account for include:

• Rent for office space. Get estimates from commercial realtors on average rates in your area—factor in additional expenses like utilities.
• Equipment like a desk, chairs, a laptop, and a phone system. Price out options to determine a budget.
• Marketing materials include a website, business cards, and advertising. Estimate costs for an essential website and 500 business cards to start.
• Licenses and insurance. Research the fees in your state for business licenses, liability insurance, and malpractice insurance.
• Employees. Calculate their salary and benefits costs if hiring other therapists or support staff.
• Miscellaneous. Leave room in your budget for unforeseen costs like office supplies, accounting services, and legal fees.

With those estimates in hand, you should explore various funding options. You may finance costs, take out a small business loan, get a line of credit, crowdfund, or search for grants available for therapists and counselors. It is crucial to compare rates and terms from different sources to find the best solution for your needs.

A financial plan and securing funding are two essential steps in turning your passion into a sustainable private practice. You should do your homework, get multiple estimates, build a buffer for unexpected costs, and explore all options for financing your dream. With a thoughtful budget and funding, you will be ready to confidently open your doors and start helping your clients from day one.

Increase your practice's revenue and reduce therapist burnout

Critical elements of a successful counseling private practice business plan.

You should include the following crucial elements to create a successful business plan for a mental healthcare private practice:

Mission Statement

A mission statement is essential to defining the purpose and values underpinning your practice. It is a powerful tool to articulate your vision and communicate your practice's core beliefs to your stakeholders. A well-crafted mission statement can help you stay focused on your goals and guide you toward making decisions that align with your values.

For example, your mission statement could be:

• To provide empathetic counseling and therapy services for individuals and families in our community.
• To offer compassionate, client-centered mental health services to help individuals live their happiest, healthiest lives.
• To deliver comprehensive mental health services to help clients overcome life's challenges and thrive.

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Business description.

The business description section is vital to your website or marketing materials. It concisely summarizes your practice, target clients, and your services. This is your chance to highlight your experience, qualifications, and what makes your business unique. It's essential to mention all the different services and approaches you offer to provide potential clients with a clear understanding of what you can provide. You should also specify the type of therapy or counseling you provide, such as individual, couples, family, or group therapy.

For instance:

• I offer counseling and therapy services to adults, teenagers, and children struggling with anxiety and depression. My integrative approach combines cognitive behavioral therapy, mindfulness practices, and a holistic view of wellness.
• I specialize in helping busy professionals and parents navigate life's stresses and reconnect with their purpose and priorities.

Financial Plan

Your financial plan will detail your startup costs, operating expenses, revenue projections, and how you'll finance your business. Estimate costs for insurance, marketing, and supplies. Project potential income from clients at your desired caseload and fee. Look into small business loans, crowdfunding, personal savings, or investor funding.

Operational Details

Include business logistics, including your business structure (LLC, corporation), location, equipment, marketing plans, partnerships, employees, and licensing/certification needs.

Market Analysis

Before starting your therapy practice, conducting a market analysis to determine your fees is essential. You can research your target market and competitors to assess demand and determine competitive advantages. Additionally, you can investigate what other local therapists are charging to set your fees at a reasonable and competitive level.

Competitive Advantage

In your business plan, it is essential to include a section that outlines your competitive advantage. This will help you identify what distinguishes you from other therapists. In this section, describe what makes you unique, such as your experience, credentials, treatment approach, or niche.

For example:

• Utilizing an innovative, trauma-informed methodology, I have helped clients overcome trauma for over ten years.
• I have a master's in social work, am a licensed clinical social worker, and have twenty years of experience helping clients using a mindfulness-based, solution-focused approach.
• My goal is to provide a safe, compassionate space where you can gain insight into yourself and your relationships, reduce symptoms of anxiety and depression, set healthy boundaries, improve communication, and find greater peace and fulfillment.

Financial Projections

To plan for the next three to five years, you should create financial documents such as income statements, balance sheets, and cash flow statements. Consider using key metrics and ratios to track your business's performance. Remember to factor in costs like rent, insurance, marketing, and your salary. If your revenue initially falls short, you should explore options like small business loans or lines of credit to help fund your business.

Avoiding Common Mistakes and Ensuring a Competitive Advantage

Creating a business plan that avoids common errors and establishes a competitive edge is imperative to develop a thriving private practice. You can accomplish this with careful planning and preparation. By anticipating potential obstacles and planning for lasting expansion, you can position your business for sustainable success.

Some of the significant mistakes to avoid include:

• Not having a business plan at all . Without a roadmap for your business, you'll struggle to secure funding or make critical strategic decisions. Sit down and create a comprehensive plan, even if you have to start small. You can always revise it later.
• Underestimating costs . It's easy to overlook expenses when you're passionate about your work. Do thorough research on the costs of renting office space, insurance, marketing, and other necessities. Build financial projections that account for both fixed and variable costs.
• Lacking a competitive advantage . What makes your practice unique? Maybe you specialize in a niche treatment area or offer flexible hours and payment options. Identify what sets you apart and makes you the best choice for clients. Promote this advantage in your marketing.
• Neglecting marketing . Don't expect clients to appear magically. You must actively market your services through a professional website, social media, networking, advertising, and more. Build marketing into your business plan and budget.
• Not planning for growth . A good business plan considers your initial startup and strategies for long-term growth. For example, you may eventually want to hire associate therapists, move to a larger office space, or expand into new treatment areas. Plan how you will fund and manage this growth.

Legal Requirements for Opening a Private Practice

Establishing a private practice requires meeting all the necessary legal requirements. These requirements may vary depending on your location and the type of practice you plan to run. Researching and understanding the legal obligations is crucial to ensure that your private practice starts on solid ground.

The most common legal requirements for opening a private practice include the following:

It is crucial to ensure that you meet your state's requirements for practicing, which typically include holding a master's or doctoral degree, obtaining supervised clinical hours, and passing your state's licensing exam.

Malpractice Insurance

Therapists must carry malpractice insurance to protect against lawsuits. Shopping around for coverage that meets your needs and budget is necessary.

Business Registration

To legally establish your business, you must register it as a sole proprietor, partnership, or corporation. Check with your local government to see if you require a business license or permit to operate in your city or county. Additionally, registering your business means you may need an Employer Identification Number (EIN) from the IRS, similar to a Social Security number. You'll use your EIN when filing business taxes and other financial transactions.

HIPAA Compliance

As a healthcare provider, it is crucial to comply with the Health Insurance Portability and Accountability Act (HIPAA). This means establishing privacy policies, using secure electronic records systems, and training staff on HIPAA guidelines. Ensuring that your practice is configured to safeguard client information appropriately is essential.

These essential legal steps ensure your private practice opens on the right foot. Dotting your I's and crossing your T's from the beginning will allow you to focus on building your business with confidence. If you feel overwhelmed, don't hesitate to consult a lawyer specializing in healthcare practices. Their guidance can help set you up for success.

Your Own Comprehensive Business Plan Checklist

To ensure you're on the right track,  ask yourself the following questions :

• Have you defined your mission statement and business goals?
• Have you researched your target market and competitors?  Identify client demographics, unmet needs, and similar businesses in your area.
• Have you created a financial plan with realistic projections?  Test your assumptions and get feedback from experts.
• Do you have a marketing plan to attract clients?  Consider your online presence, referral sources, and networking opportunities.
• Have you outlined operating expenses like rent, supplies, insurance, and technology?  Estimate high to be on the safe side.
• Have you developed a business entity like an LLC and obtained the necessary licenses?  Check with your state's requirements for mental health professionals.
• Have you created professional branding materials like logos, websites, and business cards?  Consistency builds credibility and awareness.
• Have you secured an office location that is professional, comfortable, and HIPAA-compliant?  Look for space that fits your budget.
• Do you plan to address unexpected challenges and adapt your business model based on results?  Be flexible and willing to change aspects that are not working.

Mental Health Private Practice Business Plan Template

This Mental Health Private Practice Business Plan PDF Template offers a comprehensive and structured framework for launching and managing a successful mental health clinic. It covers essential aspects such as market analysis, services offered, financial planning, and operational strategies. Ideal for therapists and psychologists, it's an invaluable tool for creating a tailored business plan that addresses the unique challenges of the mental health sector.

You have the passion, skills, and determination to establish your private practice. It's time to take action and turn your dream into a reality. Building a solid business plan may seem daunting, but it's the key to setting yourself up for success. With a roadmap, you'll have a clear direction and avoid costly mistakes. You are responsible for doing this right to yourself and your future clients. So, get started! Put on some music, roll up your sleeves, and begin working towards opening the doors of your private practice.

Are you looking for a way to simplify your progress note-writing and administrative tasks? Consider  Mentalyc ! Our HIPAA-compliant , AI-powered progress note generator uses audio recordings to create detailed progress notes quickly and easily. And with  our team plan , you can ensure that everyone on your team is on the same page. Sign up today and experience the benefits of Mentalyc for yourself!

After creating a business plan, you may still have questions about how to implement it. Here are some frequently asked questions about private practice business plans.

How often should I review and revise my business plan?

Reviewing and updating your business plan every 6-12 months is recommended to ensure it aligns with your current goals. As things change, it is critical to ensure your plan is up-to-date. Evaluate what strategies are working and what are not, and make necessary adjustments accordingly.

How do I get funding for my private practice?

There are a few options for funding a private practice:

• Personal savings : Therapists typically fund their practice using their savings. It is recommended to save enough money to cover initial costs such as office space, equipment, marketing, and operating expenses for at least 6-12 months.
• Business loan:  You can obtain a small business loan from a bank by providing financial projections, tax returns, and personal and business financial statements. Interest rates will vary based on your credit score.
• Crowdfunding : Websites such as Kickstarter, Indiegogo, and GoFundMe enable you to raise funds from individual donors while providing rewards in exchange and generating excitement for your new practice.
• Business credit card : If you plan on going this route, using a credit card specifically for business expenses is a good idea. Look for cards that offer rewards like cash back, travel points, or office supply credits, and be sure to pay the balance in full each month.
• Angel investors : Wealthy individuals may invest in small businesses in exchange for equity, but be wary as it may result in losing control and direction. Consider this option only as a last resort.

What are the keys to a successful business plan?

The keys to a successful private practice business plan are:

• A clear mission and vision.
• Realistic and well-researched financial projections.
• A marketing plan targeting your ideal clients.
• Competitive positioning.
• Planning for challenges and obstacles.

Review and revise as needed to keep your plan up-to-date and aligned with your goals. With hard work and persistence, you'll be on your way to opening a successful practice.

How do I price my services?

Pricing plays a critical role in your business plan. Research comparable mental health practices and align your costs and revenue goals to determine a competitive price. Factors that affect pricing include:

• Your credentials, experience, and specialty
• The complexity of treatment and time spent with clients
• Local market rates
• Cost of your office space, supplies, and other expenses
• Desired income

Begin by calculating your minimum hourly rate to cover expenses. Then, add a profit margin to achieve your income target. You may provide discounts for long-term clients, package deals, or sliding scales for low-income clients.

What insurance plans should I accept?

When  deciding which insurance plans to accept , research the most common designs in your area and consider accepting those with reimbursement rates that you can expect for your target client demographic.

Consider accepting:

• Medicaid (if eligible)
• Commercial PPO and HMO plans from major carriers

It's fundamental to become credentialed with each plan you want to join, understand their requirements, paperwork, billing procedures, and claims processing timelines, and only accept plans that will provide adequate reimbursement for your services.

How do I market my private practice?

Effective marketing strategies for a private practice include:

• Building an online presence with a professional website and active social media profiles
• Reaching out to local healthcare providers, community organizations, and businesses for referrals
• Advertising in relevant online directories and local print/radio sources
• Creating brochures, flyers, and business cards to distribute locally
• Joining professional associations for networking opportunities and credibility
• Offering free consultations and workshops to generate interest
• Asking satisfied clients for referrals and testimonials

Start with the basics and build your marketing efforts over time as your practice grows. Focus on consistency, delivering excellent client service, and using metrics to track your progress.

• Bassi, B. (2023, March 27).   Starting a Private Practice? Don't Make These Common Mistakes in Private Practice!  TelepsychHealth.  https://www.telepsychhealth.com/blog/common-mistakes-to-avoid-private-practice/
• Bhatla, A. (2022, October 28).   Start Your Psychiatry Private Practice pt.1: 4 Questions to Ask Yourself Before You Take The Leap . Osmind.  https://www.osmind.org/blog/4-questions-to-ask-yourself-when-opening-your-private-psychiatry-practice
• DeGrossa, B. (2022, May 30).   How To Develop A Private Practice Business Plan . CounselingWise.  https://www.counselingwise.com/key-parts-of-a-successful-business-plan/
• GoodTherapy. (2019, September 23).   How to Create a Solid Business Plan for Your Private Therapy Practice .  https://www.goodtherapy.org/for-professionals/business-management/private-practices/article/how-to-create-a-solid-business-plan-for-your-private-therapy-practice
• GoodTherapy. (2020, January 8).   Your Checklist for Starting a Private Practice in Counseling .  https://www.goodtherapy.org/for-professionals/business-management/private-practices/article/your-checklist-for-starting-a-private-practice-in-counseling
• Griffin, M. (2016, November 1).   Starting a Private Practice: Part One . CAMFT | California Association of Marriage and Family Therapists.  https://www.camft.org/Resources/Legal-Articles/Chronological-Article-List/starting-a-private-practice-part-one
• Lavinsky, D. (2023, December 26).   Mental Health Private Practice Business Plan Template . Growthink.  https://www.growthink.com/businessplan/help-center/mental-health-private-practice-business-plan

All examples of mental health documentation are fictional and for informational purposes only.

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Counseling Private Practice Business Plan Template

Written by Dave Lavinsky

Counseling Private Practice Business Plan

You’ve come to the right place to create your Counseling Private Practice business plan.

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start or grow their Counseling Private Practices.

Below is a template to help you create each section of your Counseling Private Practice business plan.

Executive Summary

Business overview.

Peaceful Minds is a private counseling clinic that provides family and marriage counseling to residents living in or near Tigard, Oregon. The clinic primarily services couples and families with a variety of concerns, such as communication problems, mental illness, major life transitions, and affairs. The clinic employs highly-experienced counselors to assist clients with their mental health, help them navigate life challenges, and improve their quality of life. Counseling sessions can be conducted in-person or remotely, and an affordable sliding scale fee system is offered to families earning below the local median salary.

Peaceful Minds is led by Lydia White, who has been a marriage and family therapist for ten years. She has worked in other private practices around the community and has sustained a very positive reputation. Lydia is trained in Imago Relationship Therapy (IRT) and will use that as her primary means of helping clients. However, she will employ other therapists who provide other forms of relationship and family therapy.

Product Offering

Below is a list of the counseling services that Peaceful Minds will offer to its clients:

• Marriage counseling: This service helps married clients to overcome challenges in their marriage/relationship. Marriage counselors can help married clients with communication problems, issues with intimacy, resolving major conflicts, and more.
• Family counseling: This service helps families work through their challenges and conflicts as a whole. Some example issues include integrating blended families, healing from divorce, and working through grief.
• Individual counseling: By request, clients who are part of family or couples sessions can have one-on-one sessions with the therapist to work further on their concerns. In these sessions, therapists help clients work through their emotions and thoughts concerning their marriage/family problems. Therapists can also help clients treat and cope with any mental health challenges they live with.

Clients will also receive a complimentary initial intake to ensure they find a therapist that can help them with their goals. All sessions are offered in-person or remotely, depending on the client’s request.

Customer Focus

Peaceful Minds will primarily serve residents that live in Tigard, Oregon and the surrounding areas. Tigard is one of Oregon’s largest cities and has a large population of families, married couples, and divorced couples. The city also has a very high median salary, which means that many residents have the disposable income to invest in counseling. The demographics of Tigard show that there is an enormous target customer base that will benefit from our services.

Management Team

Peaceful Minds is led by Lydia White, who has been a marriage and family counselor for ten years. She primarily utilizes the Imago Relationship Therapy (IRT) technique to help her clients with their marriage or relationship concerns.

While Lydia has never run a private counseling practice herself, she has worked in private clinics for the duration of her career. She began her counseling career in 2013 shortly after completing her Master’s degree from Portland State University and obtaining her counseling license.

Success Factors

Peaceful Minds will be able to achieve success by offering the following competitive advantages:

• Affordable sliding scale fee: Counseling is an expensive investment for many clients. That’s why Peaceful Minds offers an affordable sliding scale fee structure to families who make less than the local median income.
• Remote or in-person sessions: Some people are eager to meet their counselors in person again, while others feel more comfortable connecting remotely. We allow clients to determine what form they want their sessions to take. We will only override this policy if another pandemic or public health concern occurs.
• Specialization in marriage and family matters: Very few clinics in town specialize in marriage and family counseling. Peaceful Minds will focus primarily on these matters, attracting this clientele from our competitors.

Financial Highlights

Peaceful Minds is currently seeking $300,000 to launch. The funding will be dedicated towards securing the office space and purchasing equipment and supplies. Funding will also be dedicated towards three months of overhead costs to include payroll of the staff, rent, and marketing costs. Specifically, these funds will be used as follows:

• Clinic interior build out and design: $50,000
• Office equipment, supplies, and materials: $20,000
• Three months of overhead expenses (payroll, rent, utilities): $150,000
• Marketing costs: $50,000
• Working capital: $30,000

The following graph below outlines the pro forma financial projections for Peaceful Minds.

Company Overview

Who is peaceful minds, peaceful minds history.

After surveying the local client base and finding a potential clinic location, Lydia White incorporated Peaceful Minds as an S-Corporation on February 1st, 2023.

Currently, the business is being run remotely out of Lydia’s home office, but once a lease on the office location is finalized, all operations will run from there.

Since incorporation, Peaceful Minds has achieved the following milestones:

• Found a potential commercial space and signed a Letter of Intent to lease it
• Developed the clinic’s name, logo, social media accounts, and website
• Determined space design and required equipment
• Hired a virtual assistant to help with bookings and schedules

Peaceful Minds Services

Industry analysis.

The past few years have seen a revolution in the counseling industry. The importance of mental health and the benefits of talking with a counselor to cope with life’s challenges is on the rise. More than ever before, people are eager to work with a therapist as they navigate their challenges and improve their quality of life. This is creating a greater demand for therapists and counselors all around the nation.

There have also been some major shifts in marriage and divorce rates over the past few years. Divorces escalated during the pandemic, and marriages have been in decline for decades. We have also seen the rise of diverse families, such as families with same-sex parents and blended families. All of these changes create family, relationship, and marriage challenges that are far more diverse than decades past. Luckily, the stigma around therapy is dissolving, so more people than ever before are looking to counseling for help with their relationship or family matters.

Another recent change in the industry is the transition to remote services. Many people get their counseling sessions online through phone or video chat therapy, and this trend is expected to continue. However, now that the pandemic is over, more people want to go back to in-person sessions. Clinics that provide both options will have more resilience in the future.

A significant challenge that private practices face is major online therapeutic services. These services connect clients with therapists online from anywhere in the world. These essentially are “gig” opportunities for therapists and have gained popularity for several years for their affordable cost and convenience.

However, there has been significant pushback against these services due to the lack of quality counseling received and shady payment practices. As a result, many clients are returning to private practices to find therapists they can develop a true relationship with.

Customer Analysis

Demographic profile of target market.

Peaceful Minds will serve the residents of Tigard, Oregon and its surrounding area. Peaceful Minds will primarily target clients who are married and have families. The community of Tigard has a large population of married couples, so there are many clients that could utilize our services. The community also has a significant proportion of affluent and middle-class residents that will be willing to pay for quality services.

The demographics for Tigard, Oregon are as follows:

Customer Segmentation

Peaceful Minds will primarily target the following customer profiles:

• Married couples
• Millennials

Competitive Analysis

Direct and indirect competitors.

Peaceful Minds will face competition from other companies with similar business profiles. A description of each competitor company is below.

Riverside Therapy Center

Riverside Therapy Center has been a popular therapeutic clinic in town since 1988. It is a larger clinic, employing dozens of therapists, all with different backgrounds and areas of expertise. They offer counseling for individuals, couples, and families and have psychiatrists who can help with medication management. Clients who go to Riverside can get help coping with a diagnosis, navigating a major life transition, or working through conflict with their partners or family.

Tigard Mental Health And Wellness

Tigard Mental Health And Wellness was established in 2002 to address the mental health concerns of the community. Like Riverside, it is a larger clinic with many therapists to choose from. These therapists come from many backgrounds and offer a variety of treatments and counseling for many disorders and situations.

Portland State University Counseling Services

Portland State University offers affordable therapy offered by Portland State University. It is run by students who are training to become licensed therapists but do not have a license yet. They are supervised by their professors, who are trained, experienced, and licensed therapists. Because licensed professionals do not conduct the services, they are offered at an affordable rate and only to clients who are in the lowest economic brackets of the community.

Competitive Advantage

Peaceful Minds will be able to offer the following advantages over their competition:

Marketing Plan

Brand & value proposition.

Peaceful Minds will offer the unique value proposition to its clientele:

• Convenient location
• Qualified and highly trained team of counselors and therapists
• Diversity of counselor team and clientele
• Comfortable, relaxing atmosphere
• Sliding scale for low-income families
• Option for remote or in-person sessions

Promotions Strategy

The promotions strategy for Peaceful Minds is as follows:

Website/SEO

Peaceful Minds will develop a professional website that showcases pictures of the clinic and the services we provide. It will also invest in SEO so that the company’s website will appear at the top of search engine results.

Social Media

Lydia White will create the company’s social media accounts and invest in ads on all social media platforms. The company will use targeted marketing to appeal to our target demographics.

Doctor’s Offices

Lydia will visit multiple doctors and primary care offices to ask them to refer our clinic to any patients looking for services. We will ask them to keep a handful of our brochures on hand and hand them out to whoever requests a counseling clinic or is in need of one.

Ongoing Customer Communications

Peaceful Minds will maintain a website and publish a monthly email newsletter to provide tips on common marriage and family challenges.

Peaceful Minds’s pricing will be moderate so clients feel they receive great value when utilizing our services. We will bill our clients’ insurance companies first and then charge our clients directly for whatever their plans don’t cover.

Operations Plan

The following will be the operations plan for Peaceful Minds.

Operation Functions:

• Lydia White will be the Owner of Peaceful Minds and oversee the general operations of the company. She will also provide therapy services to her initial client base.
• Lydia recently hired a virtual assistant named Sanuye Grant. She will help with scheduling appointments, basic marketing tasks, and other general administrative duties.
• As the company’s clientbase increases, Lydia will hire several other counselors with diverse counseling techniques and backgrounds to meet her clients’ needs.

Milestones:

Peaceful Minds will have the following milestones completed in the next six months.

• 07/202X Finalize lease agreement
• 08/202X Design and build out Peaceful Minds
• 09/202X Hire and train initial staff
• 10/202X Kickoff of promotional campaign
• 11/202X Launch Peaceful Minds
• 12/202X Reach break-even

Financial Plan

Key revenue & costs.

Peaceful Minds’s revenues will come primarily from therapy services. The company will bill the patient’s insurance for services provided, and the remainder will be billed to the patient. In cases where insurance is not accepted, the entire service will be billed to the patient.

The major cost drivers for the company’s operation will consist of salaries, supplies, equipment, the lease, taxes, and marketing expenses.

Funding Requirements and Use of Funds

Key assumptions.

The following outlines the key assumptions required in order to achieve the revenue and cost numbers in the financials and pay off the startup business loan.

• Year 4: 100
• Year 5: 150
• Annual rent: $100,000
• Average counseling session cost: $150

Financial Projections

Income statement, balance sheet, cash flow statement, counseling private practice business plan faqs, what is a counseling private practice business plan.

A counseling private practice business plan is a plan to start and/or grow your counseling private practice business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can easily complete your Counseling Private Practice business plan using our Counseling Private Practice Business Plan Template here .

What are the Main Types of Counseling Private Practice Businesses?

There are a number of different kinds of counseling private practice businesses , some examples include: Clinical psychology, Industrial-organizational psychology, Marriage and family therapy, and Social work.

How Do You Get Funding for Your Counseling Private Practice Business Plan?

Counseling Private Practice businesses are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start a Counseling Private Practice?

Starting a counseling private practice business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Counseling Private Practice Business Plan - The first step in starting a business is to create a detailed counseling private practice business plan that outlines all aspects of the venture. A solid private practice business plan should include market research on the counseling industry, potential market size and target customers, your mission statement, information about the services or products you will offer, marketing strategies and a detailed financial forecast.

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your counseling private practice business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your counseling private practice business is in compliance with local laws.

3. Register Your Counseling Private Practice Business - Once you have chosen a legal structure, the next step is to register your counseling private practice business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws.

4. Identify Financing Options - It’s likely that you’ll need some capital to start your counseling private practice business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms.

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations.

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events.

7. Acquire Necessary Counseling Private Practice Equipment & Supplies - In order to start your counseling private practice business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation.

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your counseling private practice business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising.

Learn more about how to open a successful private practice :

• How to Open a Counseling Private Practice Business

Developing A Business Plan for Your Mental Health Private Practice

Business plans act as the foundation for any type of business and are important for setting benchmarks to measure success. But how do you write a business plan for a mental health private practice? Valant takes a look at the components of a business plan and translates it into an easy-to-use framework for both mental health professionals looking to start their own private practice and those looking to expand their current practice. Check out our guide to creating an effective private mental health practice business plan below.

Mission Statement / Vision Statement:

As behavioral health providers, you all are in the business of saving lives. But what makes your services unique? What value are you bringing? Make sure when you are drafting your mission statement you answer these four questions:

• What does my practice do?
• How do we do it?
• Whom do we do it for?
• What value does your practice bring?

Description of your Practice and Service:

What is your service delivery model? What kinds of patients do you want to see, including age range and presenting problems? How many hours per week do you wish to work and on what days? What types of services will you provide (e.g. therapy versus medication management)?

Legal Framework:

The three basic choices for your psychiatric business entity are: sole proprietorship, LLC, and S corporation . The choice is based mainly on relative costs, tax implications, and general business liability (rather than professional liability). If you do plan to expand to a group practice, you should probably consider an LLC or S corporation so you have the option of continuing under the same tax ID number, but we recommend consulting with a local accountant and lawyer with experience working for other health care providers before deciding.

Mental Health Practice – Operations Model:

Operating processes can be broken up into four categories: facilities, front office, back office, and insurance.

Facilities refers to your plan for location, furniture, phone, internet, hardware, and any other tangible item or service that enables you to provide your clinical services.

Front-office refers to your plan for handling non-clinical patient facing interactions such as your intake process, administrative phone calls, reception and scheduling, eligibility and verification checking, handling of patient payments, no show and cancellation policies, and prescription management policies and procedures.

Back-office functions are dominated by medical billing but could also include transcription services and handling of documents.

Insurance refers to the package of insurance that you’ll need, including general liability, professional liability, or any other insurance you might want for you or your staff (medical, dental, and long and short term disability).

An electronic health record has the potential to influence and streamline all operation models, so it is important to have the right EHR in place.

Watch our product videos to see how Valant’s EHR and practice management system streamlines operations for mental health private practice

Team refers to internal staff and outside consultants such as a lawyer, accountant, bookkeeper and medical biller. We recommend developing a strategic employee incentive system that addresses benefits, compensation, appreciation, and recognition. One of the most costly expenses your practice can endure is staff turnover. Want to learn more including recruiting tips? Watch our webinar “How to Recruit and Retain Top Talent in your Mental Healthcare Practice”

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We would love to show you how Valant can help your practice.

Starting Your New Practice

Chart a Path to Start a Successful Practice

Developing A Business Plan for Your Mental Health Private Practice continued…

Marketing Strategy / Generating Patient Flow:

Especially for new practices, it’s important to dedicate a certain number of hours each week to marketing your private practice , generating patient flow, and supporting your practice’s capacity goals. Many practitioners find that word-of-mouth marketing and/or referrals are their most effective sources of new patients; in today’s saturated therapeutic market, however, establishing a digital presence may also be necessary.

Building A Website

With that in mind, building a website (or hiring a professional to build one for you) is the natural first step in promoting your practice online. Your website will act as the home base for all of your digital marketing efforts — meaning, every other digital marketing initiative you try should direct traffic back to your website. As the foundational piece of your marketing strategy, your website should be intuitive, attractive, and optimized for search engine visibility.

It will also be important to support your website with new, high-quality content once it is built out and launched. Starting an informative, active blog can be a fantastic way to highlight your expertise, reach engaged audiences, and support your positioning in search engine results.

Referrals & Directories

In most cases, the two most common means for finding new patients are to 1) utilize and nurture a referral network and 2) be on insurance contracts. This makes sense in practice; people trust other people to give honest referrals of a practitioner and their practice. They also want to ensure the provider is on their insurance network before moving forward.

With that in mind, you will need to develop referral sources to generate patient flow and to build the kind of practice that you want. Your referral sources will know your strengths and weaknesses and will refer accordingly.

In the online space, users often look to directories, insurance networks, and review sites to determine whether a provider is a right fit for them. Having active, complete profiles or listings on as many directories as applicable ensures you’re considered in the most relevant patient-provider searches possible. Additionally, directories and review sites act as an opportunity for current patients to leave reviews, providing invaluable feedback to support your practice’s long-term success.

A few examples of relevant, high-traffic directories you could sign up for include Google My Business , Psychology Today , GoodTherapy , or most social media platforms. Depending on the supply and demand characteristics in your area, however, being on insurance contracts and having profiles on insurance networks is sometimes all that is needed. 

Generating Patient Flow:

The two most common means for finding new patients are to utilize and nurture a referral network and to be on insurance contracts. Depending on the supply and demand characteristics in your area, being on insurance contracts is sometimes all that is needed. But, in most cases, you will need to develop referral sources to generate patient flow and to build the kind of practice that you want. Your referral sources will know your strengths and weaknesses and will refer accordingly.

Financial Model:

It is not necessary to have fancy financial projections to start and successfully operate a small psychiatric private practice, but it’s important to have an idea of what your net income will be and to understand the variables. Let’s break down the equation: net income = revenue – expenses.

Revenue Revenue = Average fee per face to face hour x hours worked It’s easy to overestimate this number by overestimating collections rates, fees paid by insurance for a unit of service, show rate, and patient flow. We recommend budgeting for 20% less than whatever you come up with in your plan, at least until you get validation from real revenue.

Expenses Expenses = Facilities + Front Office + Back Office + Insurance

A basic rule of thumb for expenses is that they represent anywhere from 15-30% of total revenue for a solo practice. If you employ staff or outside services for front office and back-office work, they tend to be divided pretty equally between the three. If you do not employ staff, then these expenses are more heavily loaded on facilities. Make no mistake, you are paying for those front office and back-office functions with your time. This is where the concept of opportunity cost applies. The cost of your time is dependent upon either the value you place on your time or the revenue you could generate by seeing patients during that time. However, opportunity cost does not explicitly appear in your financial statements.

If you would like to learn more about these financial metrics, we recommend reading our blog Financial Metrics 101

Behavioral Health Performance Indicators

20 Important KPIs for Private Practices

Private Practice Business Plan Template

Private therapy practice tips:.

• Don’t sweat excessively about location. You will probably move within 2 years. At that point, you’ll better understand your needs. You’ll also better understand the nature of your local market and the level of competitor saturation ; especially in areas where therapy is popular, it’s important to identify your niche and find an area where you can assert yourself as the local expert, rather than offer the same expertise as competitors in your neighborhood. Modern telehealth technology also makes the location of your practice less important. By offering virtual sessions in addition to in-person visits, you can reach a larger network of patients, regardless of their proximity to your practice. Learn more about Valant’s telehealth software .
• Networking always pays off in terms of building the type of practice you want. Start early since that is when you will have the most time.
• Most small business owners overestimate revenue, especially during transitions. Make sure that you have other sources of cash during your ramp up including other part-time work, savings, or a line of credit.
• Understand the opportunity cost. There are many things in life that you love and do well. If you don’t love medical billing, don’t do it. That time could be better spent elsewhere.
• Start with a behavioral health care focused Electronic Health Record. By using an EHR focused on your specialty, you’re eliminating spend on features and functionality that is not going to be pertinent to your practice, plus gaining efficiencies in having technology workflows that are intuitive for your discipline. It’s easier to build it into the fabric of your practice from the beginning rather than switching later.

At Valant, we’re focused on providing great technology — as well as the business knowledge you need — to help your practice run smoothly and profitably. Want to learn more about Valant’s EHR and practice management suite for behavioral health?

Visit us on Facebook , Twitter , LinkedIn

Related Resources

Counseling Private Practice Business Plan Template [Updated 2024]

Counseling Private Practice Business Plan Template

If you want to start a counseling private practice or expand your current counseling practice, you need a business plan.

The following Counseling Private Practice business plan template gives you the key elements to include in a winning business plan. It can be used for a mental health practice, therapy practice, marriage counseling or family therapy.

You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Sample Business Plan for a Counseling Private Practice

Below are links to each of the key sections of a successful private practice business plan. Once you create your plan, download it to PDF to show banks and investors.

I. Executive Summary II. Company Overview III. Industry Analysis IV. Customer Analysis V. Competitive Analysis VI. Marketing Plan VII. Operations Plan VIII. Management Team IX. Financial Plan

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Counseling Private Practice Business Plan Home I. Executive Summary II. Company Overview III. Industry Analysis IV. Customer Analysis V. Competitive Analysis VI. Marketing Plan VII. Operations Plan VIII. Management Team IX. Financial Plan

How to Open a Counseling Private Practice

Opening a counseling private practice can be very profitable. With proper planning, execution and hard work, you can enjoy great success. Below you will learn the keys to launching a successful counseling private practice.

Importantly, a critical step in starting a counseling private practice is to complete your business plan. To help you out, you should download Growthink’s Ultimate Business Plan Template here .

Download our Ultimate Business Plan Template here

15 Steps To Open a Counseling Private Practice :

• Choose the Name for Your Counseling Private Practice
• Determine the Type of Counseling Private Practice You Will Launch
• Develop Your Counseling Private Practice Business Plan
• Choose the Legal Structure for Your Counseling Private Practice
• Secure Startup Funding for Your Counseling Private Practice (If Needed)
• Secure a Location for Your Business
• Register Your Counseling Private Practice with the IRS
• Open a Business Bank Account
• Get a Business Credit Card
• Get the Required Business Licenses and Permits
• Get Business Insurance for Your Counseling Private Practice
• Buy or Lease the Right Counseling Private Practice Equipment
• Develop Your Counseling Private Practice Marketing Materials
• Purchase and Setup the Software Needed to Run Your Counseling Private Practice
• Open for Business

1. Choose the Name for Your Counseling Private Practice

The first step to opening a counseling private practice is to choose your business’ name.  

This is a very important choice since your company name is your brand and will last for the lifetime of your business. Ideally you choose a name that is meaningful and memorable. Here are some tips for choosing a name for your counseling private practice:

• Make sure the name is available . Check your desired name against trademark databases and your state’s list of registered business names to see if it’s available. Also check to see if a suitable domain name is available.
• Keep it simple . The best names are usually ones that are easy to remember, pronounce and spell.
• Think about marketing . Come up with a name that reflects the desired brand and/or focus of your counseling private practice.

2. Determine the Type of Counseling Private Practice You Will Launch

The next step is to determine the type of counseling private practice you will launch. The four main types of counseling private practices are:

• Couples Counseling : This type of counseling helps couples to build better relationships, identify and resolve conflicts, and improve communication.
• Individual Counseling : This type of counseling helps individuals to address issues such as depression, anxiety, anger management, trauma, and more.
• Group Counseling : This type of counseling works with multiple people at the same time to address issues like relationships, substance abuse, and more.
• Psychiatric Services : This type of counseling provides mental health assessments and medication management.Once you have decided on the type of counseling private practice you will launch, you can move onto the next step in the process.

3. Develop Your Counseling Private Practice Business Plan

One of the most important steps in opening a counseling private practice is to develop your counseling private practice business plan . The process of creating your plan ensures that you fully understand your market and your business strategy. The plan also provides you with a roadmap to follow and if needed, to present to funding sources to raise capital for your business.

Your business plan should include the following sections:

• Executive Summary – this section should summarize your entire business plan so readers can quickly understand the key details of your counseling private practice.
• Company Overview – this section tells the reader about the history of your counseling private practice and what type of counseling private practice you operate. For example, are you a solo practice or do you have a team of counselors? 
• Industry Analysis – here you will document key information about the counseling private practice industry. Conduct market research and document how big the industry is and what trends are affecting it.
• Customer Analysis – in this section, you will document who your ideal or target customers are and their demographics. For example, how old are they? Where do they live? What do they find important when purchasing services like the ones you will offer?
• Competitive Analysis – here you will document the key direct and indirect competitors you will face and how you will build competitive advantage.
• Marketing Plan – your marketing plan should address the 4Ps: Product, Price, Promotions and Place.
• Product : Determine and document what products/services you will offer 
• Prices : Document the prices of your products/services
• Place : Where will your business be located and how will that location help you increase sales?
• Promotions : What promotional methods will you use to attract customers to your counseling private practice? For example, you might decide to use pay-per-click advertising, public relations, search engine optimization and/or social media marketing.
• Operations Plan – here you will determine the key processes you will need to run your day-to-day operations. You will also determine your staffing needs. Finally, in this section of your plan, you will create a projected growth timeline showing the milestones you hope to achieve in the coming years.
• Management Team – this section details the background of your company’s management team.
• Financial Plan – finally, the financial plan answers questions including the following:
• What startup costs will you incur?
• How will your counseling private practice make money?
• What are your projected sales and expenses for the next five years?
• Do you need to raise funding to launch your business?

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4. choose the legal structure for your counseling private practice.

Next you need to choose a legal structure for your counseling private practice and register it and your business name with the Secretary of State in each state where you operate your business.

Below are the five most common legal structures:

1) Sole proprietorship

A sole proprietorship is a business entity in which the owner of the counseling private practice and the business are the same legal person. The owner of a sole proprietorship is responsible for all debts and obligations of the business. There are no formalities required to establish a sole proprietorship, and it is easy to set up and operate. The main advantage of a sole proprietorship is that it is simple and inexpensive to establish. The main disadvantage is that the owner is liable for all debts and obligations of the business.

2) Partnerships

A partnership is a legal structure that is popular among small businesses. It is an agreement between two or more people who want to open a counseling private practice together. The partners share in the profits and losses of the business. 

The advantages of a partnership are that it is easy to set up, and the partners share in the profits and losses of the business. The disadvantages of a partnership are that the partners are jointly liable for the debts of the business, and disagreements between partners can be difficult to resolve.

3) Limited Liability Company (LLC)

A limited liability company, or LLC, is a type of business entity that provides limited liability to its owners. This means that the owners of an LLC are not personally responsible for the debts and liabilities of the business. The advantages of an LLC for a counseling private practice include flexibility in management, pass-through taxation (avoids double taxation as explained below), and limited personal liability. The disadvantages of an LLC include lack of availability in some states and self-employment taxes.

4) C Corporation

A C Corporation is a business entity that is separate from its owners. It has its own tax ID and can have shareholders. The main advantage of a C Corporation for a counseling private practice is that it offers limited liability to its owners. This means that the owners are not personally responsible for the debts and liabilities of the business. The disadvantage is that C Corporations are subject to double taxation. This means that the corporation pays taxes on its profits, and the shareholders also pay taxes on their dividends.

5) S Corporation

An S Corporation is a type of corporation that provides its owners with limited liability protection and allows them to pass their business income through to their personal income tax returns, thus avoiding double taxation. There are several limitations on S Corporations including the number of shareholders they can have among others.

Once you register your counseling private practice, your state will send you your official “Articles of Incorporation.” You will need this among other documentation when establishing your banking account (see below). We recommend that you consult an attorney in determining which legal structure is best suited for your company.

5. Secure Startup Funding for Your Counseling Private Practice (If Needed)

In developing your counseling private practice plan , you might have determined that you need to raise funding to launch your business. 

If so, the main sources of funding for a counseling private practice to consider are personal savings, family and friends, credit card financing, bank loans, crowdfunding and angel investors. Angel investors are individuals who provide capital to early-stage businesses. Angel investors typically will invest in a counseling private practice that they believe has high potential for growth.

6. Secure a Location for Your Business

Having the right space can be important for your counseling private practice, particularly if you’d like to meet clients there. When looking for a location, there are several factors to consider, including how much space is needed, how accessible the space is to clients and how much it will cost.

To find the right space, consider:

• Driving around to find the right areas while looking for “for lease” signs
• Contacting a commercial real estate agent
• Doing commercial real estate searches online
• Telling others about your needs and seeing if someone in your network has a connection that can help you find the right space

7. Register Your Counseling Private Practice with the IRS

Next, you need to register your business with the Internal Revenue Service (IRS) which will result in the IRS issuing you an Employer Identification Number (EIN).

Most banks will require you to have an EIN in order to open up an account. In addition, in order to hire employees, you will need an EIN since that is how the IRS tracks your payroll tax payments.

Note that if you are a sole proprietor without employees, you generally do not need to get an EIN. Rather, you would use your social security number (instead of your EIN) as your taxpayer identification number.

8. Open a Business Bank Account

It is important to establish a bank account in your counseling private practice’s name. This process is fairly simple and involves the following steps:

• Identify and contact the bank you want to use
• Gather and present the required documents (generally include your company’s Articles of Incorporation, driver’s license or passport, and proof of address)
• Complete the bank’s application form and provide all relevant information
• Meet with a banker to discuss your business needs and establish a relationship with them

9. Get a Business Credit Card

You should get a business credit card for your counseling private practice to help you separate personal and business expenses.

You can either apply for a business credit card through your bank or apply for one through a credit card company.

When you’re applying for a business credit card, you’ll need to provide some information about your business. This includes the name of your business, the address of your business, and the type of business you’re running. You’ll also need to provide some information about yourself, including your name, Social Security number, and date of birth.

Once you’ve been approved for a business credit card, you’ll be able to use it to make purchases for your business. You can also use it to build your credit history which could be very important in securing loans and getting credit lines for your business in the future.

10. Get the Required Business Licenses and Permits

The business licenses and permits you need for your counseling private practice will vary depending on the state you operate in. However, there are some general licenses and permits that are typically required for most businesses, including:

Business License : A business license is a permit that is required to operate a business within a certain jurisdiction. In order to get a business license, you typically need to submit an application and pay a fee.

Tax Identification Number (EIN or TIN) : An EIN (or TIN) is a number that the IRS issues to businesses for the purpose of tracking their payroll tax payments. Most banks will require you to have an EIN in order to open up an account.

Sales Tax Permit: A sales tax permit is a permit that allows businesses to collect sales tax from their customers. In order to get a sales tax permit, you typically need to submit an application and pay a fee.

Nearly all states, counties and/or cities also require:

• Zoning Approval : typically at the city or county level, this provides authorization for construction or use of a building or land for a particular purpose
• Health Facility Licensing & Certification : to ensure safe rendering of healthcare services
• Fire Department Approval : a process by which the local fire department reviews and approves the installation of a fire alarm system.

Depending on the type of counseling private practice you launch, you will have to obtain the necessary state, county and/or city licenses.

11. Get Business Insurance for Your Counseling Private Practice

Business insurance is essential for protecting your counseling private practice from potential risks and liabilities. Some of the most common types of business insurance include:

Commercial Property Insurance : This insurance protects your business property from damages, such as fire, theft, and vandalism.

General Liability Insurance : This insurance protects your business from third-party claims, such as injuries or property damage.

Professional Liability Insurance : This insurance protects your business from claims that arise from professional services you provide.

Business Owner’s Policy : A business owner’s policy is a package policy that combines general liability and property insurance into one policy. This can be a helpful option for small businesses who want to simplify their insurance needs.

Find an insurance agent, tell them about your business and its needs, and they will recommend policies that fit those needs. 

12. Buy or Lease the Right Counseling Private Practice Equipment

When starting a counseling private practice, there are a few key pieces of equipment that you will need. This includes:

• A desk and chair for your office
• A computer and printer for your office
• A phone for your office
• Medical supplies, such as bandages, gauze, and tape

You can lease or buy the equipment you need for your counseling private practice. If you have the funds, buying the equipment will save you money in the long run. However, if you don’t have enough funds to purchase the equipment outright, leasing can often be a good option.

13. Develop Your Counseling Private Practice Marketing Materials

Marketing materials will be required to attract and retain customers to your counseling private practice.

The key marketing materials you will need are as follows:

• Logo : Spend some time developing a good logo for your counseling private practice. Your logo will be printed on company stationery, business cards, marketing materials and so forth. The right logo can increase customer trust and awareness of your brand.
• Website : Likewise, a professional counseling private practice website provides potential customers with information about the services you offer, your company’s history, and contact information. Importantly, remember that the look and feel of your website will affect how customers perceive you.
• Social Media Accounts : establish social media accounts in your company’s name. Accounts on Facebook, Twitter, LinkedIn and/or other social media networks will help customers and others find and interact with your counseling private practice.

14. Purchase and Setup the Software Needed to Run Your Counseling Private Practice

The software you need to run your counseling private practice depends on the type of practice you plan to have. However, some of the most common types of software used in counseling private practices include:

Computer-based billing software : This software allows you to track payments, generate invoices and manage your billing.

Client management software : This software helps you keep track of client information, appointments, treatment plans and more.

E-mail marketing software : This software helps you cultivate customer relationships by sending targeted e-mails about your services.

Research the software that best suits your needs, purchase it, and set it up.

15. Open for Business

You are now ready to open your counseling private practice. If you followed the steps above, you should be in a great position to build a successful business. Below are answers to frequently asked questions that might further help you.

How to Finish Your Counseling Private Practice Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your Counseling Private Practice business plan?

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

How to Open a Counseling Private Practice FAQs

Is it hard to open a counseling private practice.

Counseling private practice can be a very rewarding career path. 

By following the steps outlined in this article, you can give yourself the best chance of success.

How can I open a counseling private practice with no experience?

If you have no experience in the field of counseling, you may want to consider first working as a counselor's assistant or intern. This will give you the opportunity to learn about the counseling process and how to work with clients.

You may also want to consider taking some courses in counseling theory and techniques. This will help you develop the skills you need to run a successful counseling private practice.

Finally, make sure you are well-organized and have a good business plan in place. This will help you manage your counseling private practice effectively and efficiently.

What type of counseling private practice is most profitable?

Couples counseling private practices tend to be the most profitable, as couples counseling typically involves two people, so it can lead to higher fees than individual counseling. Other types of counseling private practices that are often profitable include substance abuse and addiction counseling, family therapy, mental health counseling, and career and executive coaching.

How much does it cost to open a counseling private practice?

Opening a counseling private practice can be a relatively affordable endeavor. The average start up costs for a counseling private practice vary. These costs include the cost of office space, marketing materials and services, and software. Of course, these costs may vary depending on how large your practice is and how much equipment you need to purchase.

What are the ongoing expenses for a counseling private practice?

The ongoing expenses for a counseling private practice can vary depending on the size and scope of your business. These expenses often include rent or mortgage payments for the office space; internet and phone bills; costs for equipment maintenance and repairs; marketing materials; insurance premiums; website hosting fees; professional association membership fees; and taxes.

How does a counseling private practice make money?

A counseling private practice can make money in a number of ways. The most common methods include charging clients by the hour, charging for sessions in advance, and offering package deals. Counselors can also charge for phone consultations, provide consulting services, or offer workshops and training seminars.

Is owning a counseling private practice profitable?

Yes, owning a counseling private practice can be very profitable. However, the profitability of a counseling private practice will vary depending on the specific industry and services offered.  

Some of the key things you can do to make your counseling private practice more profitable include:

• Offering a variety of services
• Charging a fair price
• Investing in marketing and advertising
• Maintaining a high level of professionalism
• Optimizing your website for SEO to increase online visibility
• Providing outstanding client service

Why do counseling private practices fail?

One of the main reasons that counseling private practices fail is a lack of planning. This can include not having a detailed business plan, not doing research on the industry, and not targeting the right customers.

Another reason is a lack of marketing and sales skills. This can include not creating a sales process and not have a clear and strong value proposition.

The last main reason is a lack of financial management skills. This can include not having a realistic budget, not tracking expenses, and not investing in the business.

Who are key players in the counseling private practice market?

The counseling private practice market is made up of a variety of different players, including small businesses, large enterprises, and even individuals.

Some of the key players in the market include:

• BetterHelp  
• TherapyAppointment
• Insight Counseling Centers
• National Institutes of Health

However, there are many other players in your specific target market, and it is important to research the market to identify the key players that may have the most direct influence on the success of your business.

How much should I charge for my counseling private practice services?

Counseling private practice fees can vary depending on the type of counseling private practice services being offered, as well as the size and scope of the project.

However, some common counseling private practice fees include:

• Hourly rate – $75 - $150
• Flat rate – $350 - $1,000
• Retainer/Monthly Agreement – $800 -$2,500

The best way to determine the right fee for your counseling private practice services is to research the rates of similar businesses in your industry, and to also consider the value that you will be providing to the client.

Other Helpful Business Plan Articles & Templates

Counseling Private Practice Business Plan

• Previous Post

As Mental Health Professionals, you pursue your passion – Helping People. However, your practice is also your business! If your business is not successful, you won’t be able to pursue your dream of helping people for long.

If you’re wondering how to start a private practice, the first step in the process is to create a Counseling Private Practice Business Plan.

Why a business plan? Have you ever gone on a road trip for vacation? What did you do to make your vacation as fun and exciting as it could be? You planned! Is my car ready for the trip? Do I know where I am going? Do I need hotel reservations? What is the best route to take me there? Do I have the tools to make my trip successful: map, GPS, a good functioning car?

A Business Plan is just that – planning out all the details of where you want your practice to go and what you need to make that trip a success. Whether you are a sole practitioner, a group practice or part of a major company, you need a plan

iTherapy Team

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Thank you, kind people

Thank you for your interest. We hope we can continue to be a resource for you and your counseling private practice.

I LOVE it. I know biz plans are so important. So I really look forward to the step-by-step help. Thanks!

Thank you! We are glad to help. We look forward to continuing to help each step of the way. Check back periodically for more post and information to help your office or online counsling practice grow.

This is a very kind gesture. I think it is wonderful that you are lending your expertise to the counseling community. ? Bravo

Thank you! We are excited to help the industry. We are listening to our providers and finding ways to help them and the industry grow.

I have a LMSW and I am also an ordained minister , so is there a possibility of someone like me obtaining a private practice ?

Thank you for your question! I forwarded your contact info to one of our specialists to help you.

This is going to be a good experience and a great learning opportunity

We sure hope so! We are listening to our providers and others in the counseling community. We want to help you and the office and online counseling industry continue to grow.

Where can I find additional updates? I’ve already completed the checklist and information on who to serve. What’s next?

We’re working on the next part, which is a SWOT analysis (Strengths Weaknesses Opportunities and Threats).

Robyn, this site will give you some ideas too https://www.dramberlyda.com

Please tell me what kind of certifications are needed to do private practice in USA? I have a PhD in developmental psychology from India.

Thank you Priya for your inquiry. Certifications will vary state-to-state in USA. You will have to determine which state or states you want to get certified in order to narrow down patient base.

For example, here are some links for North Carolina: 1. Mental health license requirements https://www.google.com/search?q=north+carolina+mental+health+license+requirements&oq=north+carolina+mental+health+lic&aqs=chrome.3.0j69i57j0l4.8303j0j7&sourceid=chrome&ie=UTF-8

2. LPC (Licensed Professional Counselor) license: https://www.humanservicesedu.org/north-carolina-lpc.html

3. Licensure Information: https://ncpsychology.org/pdfs/Handout_Licensure_Information_North_Carolina.pdf

Hope these help!

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The Practice of Therapy

Resources, tips and advice for success private practice.

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In private practice you have to wear a “business hat”…

When starting or building a counseling private practice you not only have to wear a “therapist hat” but also have to wear a “business hat”. Because in reality, a private therapy practice is a business! Even if it is a non-profit organization, you have to know something about business models and have some basic business knowledge to make it successful.

In this article, I want to outline some basic “business models” for running a private therapy practice (not business plans; I hope to cover that later). First of all, what is a business model and how does it differ from a business plan? One definition of a business model is simply the design or plan for making money. It is how you identify where the money comes from and how it flows in the private practice. It also defines who runs the business and provides the services. A business plan differs in that it is more specific. It lays out specific financial goals and how you will reach them.

To put all this in counseling or therapy jargon:

Business model = treatment approach/model, business plan = treatment plan.

Let’s look at some examples business models for private practice as a therapist. What I will focus on is how the money “flows” or comes from in these examples which ultimately determines your salary as therapist.

Business Models

(download your free copy of this infographic), sole proprietor model.

This is essentially the simplest model and what most people tend to think of when they go into private practice as a counselor. In this model you are responsible for generating your own referrals, record keeping and paying yourself from your own business account. Clients contact you and simply pay you directly for your time. You are also responsible for paying your overhead or the cost of doing business (rent, electric, phone, advertising, and other office expenses, etc.). Your net profit (take home pay) is the money you have left after paying the bills. As mentioned already, it is the simplest way to do business.

Another, sub-category of this model would be if you decided to take third-party or insurance payments. This adds another layer of overhead in that you would have to make insurance claims or hire someone to do this for you. There are several pros and cons of accepting third-party payments. Pros would be that it does tend to increase the number of referrals you get. It also can be more convenient for clients who want to use their health insurance benefits. The cons are that you will have to settle for what the insurance companies say they will pay you (lower rates) and that extra layer of overhead I mentioned.

Co-op or Shared Practice Model

In this business model you essentially operate as a sole proprietor but with the benefit of sharing overhead costs with a partner or other therapist. Each person involved in the private practice operates independently. You would still be responsible for generating your own referrals, record keeping and paying yourself. The difference though is being able to split or share the cost of running an office with someone else that is a therapist.

Many times people that partner like this will also take the step of forming an LLC or other legal partnership, like a corporation, to protect themselves legally and have a way to handle the accounting and tax implications. It does require that you form a legal entity which can be done easily with a service like  Swyft Filings * or other attorney services. Also check with an accountant about possible tax implications in forming an LLC or other business entity. It is an extra step and expense. But do seek the advice of a professionals on this (attorney, CPA, etc.).

*In the spirit of full disclosure, this is an affiliate link which simply means we receive a commission at no extra cost to you if you use this link to purchase. Thanks in advance for using the link!

Contract Counseling Models

With this type of business model there are two sides of the equation to consider. One side of this would be the private practice owner that is “hiring” a contract counselor to provide therapy services for the practice. The other side of this would be from the perspective of the therapist that was being contracted. Usually with this model the fee contract counselor receives is either on a per case flat rate or as a “split fee”. With a “split fee” the private practice owner would give the contract counselor a percentage of the total fee collected for the practice. Typical fee splits are 60/40 or 70/30. For example, with a 60/40 split, the therapist that provides the session keeps 60% of the total fee collected and the practice keeps 40%. A flat rate is just a set per session fee the practice would pay the therapist for seeing that client at their practice regardless of what is collected from the client.

Contract Counseling “PRN” Practice Model

In this business model, the private practice is still operating as a sole proprietor or business entity, but is essentially “free lancing” or offering to provide their services as a therapist to other established practices. It may or may not be a group practice. This is often referred to as “PRN” or “as needed” work or. It might be that an established practice has a waiting list and they need to get clients in to see a counselor before the clients decide to go somewhere else. The practice would contract with a therapist to see those clients for set fee or split fee. Another example would be if a private practice therapist were to go on vacation and needed another therapist to be on-call or see clients for them while they were gone.

With the contract counseling models of private practice, the therapists you have “hired” are not employees and they will need to bill you for their services to keep the IRS happy. At the end of the year you will need to complete a 1099 form with the IRS showing what you paid them during the year. If a person is working as contract therapist, they are responsible for paying their own withholding and income taxes. If you are working as contract therapist it might be to your advantage to pay quarterly, prepaid taxes. Again, consult professionals on this!

Group Practice Models

Group practice business models can vary quite a bit. Typically, they use one of the previous mentioned shared practice or contract counseling models or a combination of them with the counselors working within the group.

Independent Group Member Model

In this sub-model of group practice, each person that is part of the group is considered in private practice on their own, but are simply using the “brand” of the group to promote their own individual practice. It might be that the group practice does all of the advertising and referral generation as part of what they provide in return for the fee split. Any number of fee arrangements could be made as part of this type of business arrangement. Usually with a group practice like this, there is one or two “owners’ of the practice and it is usually set up as a legal entity. Essentially, all of the members of the group are contracted by the practice to provide services. Some or all of the group members might own a part of the practice.

Employer Group Model

The other thing a group practice might do is simply employ therapists for a set salary or hourly rate. Unless it is a large practice, hiring therapists as employees has some disadvantages. Number one is that, as an employer, you have to provide benefits such as disability insurance and health care for those people employed by the practice. All of this adds to the overhead expense and somewhat to your liability. You also have to abide by the employment laws of your state and pay for workman’s compensation insurance. You have to track and pay withholding taxes for employees. Needless to say, as the owner of this type of private practice you will be managing employees and be responsible for much more paperwork. This, of course, affects your bottom line. Of course for therapists working for a private practice that has employed them you are technically not in their own private practice. They are an employee of that private practice.

There is not one counseling private practice business model that is necessarily better than another. It all depends on your individual needs and financial goals. For most therapists in private practice, they start as a sole proprietor and build from there. And there are some that simply start as a contract counselor for an already established practice. Regardless of how you start or grow your private practice as a counselor, educate yourself and just do it!

Meet Gordon Brewer, MEd, LMFT

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Sample Counseling Private Practice Business Plan

Private counseling practice business plan sample.

Counselling practice is a business which belongs to the psychologists, social workers, and marriage counsellor’s industry. The business basically consists of mental health practitioners who particularly focus in diagnosing and treating emotional and behavioural disorders, mental disorders, etc.

If you are very interested in starting up a counselling practice business, and are at the point of writing a business plan for your business, then you must keep reading this article.

In this article, you will find a counselling business plan sample which you would find beneficial towards helping you write a simple business plan for your counselling business.

Here is a sample business plan for starting a mental health business.

BUSINESS NAME:  The Real Deal Private Counsellors, LLP

• Executive Summary
• Our Products and Services
• Vision Statement
• Mission Statement
• Business Structure
• Market Analysis
• Sales and Marketing Strategy
• Financial Plan
• Sales Forecast

EXECUTIVE SUMMARY

The Real Deal Private Counsellors, LLP is a duly registered and licensed counselling practice business which will do everything under the laws of the United States to operate in Las Vegas, United States. We will be very interested in providing our customers with a number of our amazing products and services which will include clinical psychology, marriage and family therapy, mental health social work, online counselling services, etc.

The Real Deal Private Counsellors, LLP will be owned and managed by Peter Baker, who will also be the CEO of the business. So far, Peter Bakers has been able to raise half of the startup budget which amounts to $100,000. The other half will be obtained as soft loan from the owner’s bank to complete a total of $200,000.

OUR PRODUCTS AND SERVICES

The Real Deal Private Counsellors, LLP will be offering psychology and counselling services within the scope of the industry to clients in the United States. The following are our product and service offerings which we will be providing our clients:

• Clinical psychology
• Every other psychology
• Marriage and family therapy
• Mental health social work
• Online counselling services
• Child, family and school social workers
• Sales of self-help materials such as books, CDs, etc

VISION STATEMENT

Our vision is to establish a private counselling practice business which will become very competitive in the industry, and be renowned as the leader in the industry not just in Las Vegas, but in all of the United States.

MISSION STATEMENT

Our mission is to be a private counselling practice business which will particularly provide professional, quality, and affordable services to clients from all walks of life. We are very concerned with building a counselling business which will become the number one choice for clients in all of the United States before our 10th year anniversary.

BUSINESS STRUCTURE

Our plan for The Real Deal Private Counsellors, LLP is to start it small and grow it big into the counselling practice business that we envisage, before we hit our 10th year anniversary. We well know how important building a strong business structure is to every business. This is why we will take out time to select only employees that meet our standard selection criteria of experience, commitment, hard work, honesty, amongst other things. The following are the positions we will employee qualified candidates to fill in our business structure.

• Chief Executive Officer / Principal Partner
• Office Administrator
• Psychologists, Social Workers and Marriage Counsellors
• Accountant / Cashier
• Client Service Executive
• Sales and Marketing Executive

MARKET ANALYSIS

Market Trend

One of the trends in the industry is that the industry has seen a steady growth in the last five years in the United States. Regardless of the economic status of the United States, the industry is one whose services are always needed at all times.

Target Market

The following groups are what we have considered to make up our target market in the industry:

• Couples about to wed
• Married couples
• Corporate Executives
• Religious Organizations
• Business People
• Politicians
• Celebrities
• Government Officials
• Public figures
• College students
• Sports People
• All people of all sorts, including those undergoing mental challenges and depression

SALES AND MARKETING STRATEGY

We know for a fact that there is stiff competition in the industry in the United States; hence, we will leave no stone unturned in our quest to promoting our business and setting it in its rightful position in the industry. We have been able to consult experts and we have come up with several sales and marketing strategies which we will do well to implement:

• We will introduce our counselling practice business to various groups which make up our target market by sending them our introductory letters, and our business brochure.
• We will make sure to drop our business fliers and handbills and give out at strategic locations all around the United States.
• We will make sure to place adverts on newspapers, magazines, radio stations, as well as on TV stations so as to promote our business.
• We will not forget to create an online presence for our business to be able to reach a larger audience.

FINANCIAL PLAN Source of Startup Budget

Starting up our counselling practice business in Las Vegas would require a total of $200,000. This startup budget would be sourced from the owner, and from his bank. The owner, Peter Baker has been able to raise $100,000 while the other $100,000 will be sourced as soft loan from the owner’s bank.

SALES FORECAST

First Fiscal Year                   $200,000 Second Fiscal Year               $400,000 Third Fiscal Year                  $800,000

Above is a sales projection for our counselling practice business which will be located in Las Vegas, United States.

This sales projection is only a calculated reflection of what we aim to achieve in our first three years of doing business after startup. This projection has not taken into consideration any negative future impact in the industry.

CONCLUSION This article contains a counselling practice business plan sample which bears the name, ‘The Real Deal Private Counsellors, LLP’. This business will be located in Las Vegas, United States, and it will be focused on offering a number of counselling services to its customers all over the United States. The business will be owned by Peter Baker, who will also be the Chairman Executive Officer of the business.

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Private Counseling Practice Business Plan

NOV.19, 2020

Private Counseling Practice business plan for starting your own social service agency

Are you a psychologist, social worker, or marriage counselor? Did you know that you can make money from a prosperous business by going into private practice like any of the trainers mentioned above? Yes, the profession of counseling, social workers, and marriage counselors are one of the largest and most lucrative professions in the United States, open to interested entrepreneurs who are qualified and able to come in as a private trainee and earn a great income. This counseling private practice business plan has the insights.

Executive Summary

USA Private Counselors LLP is a professional and licensed consulting (private practice) organization that specializes in helping its clients cope with their challenges, achieve their personal goals, and improve their skills, competence and productivity.

The scope of our private counseling practice business offerings covers areas such as clinical psychology, industry-organizational psychology, all other psychology, psychosocial work, marriage, and family therapy, child, family and school social workers, online counseling services and retail sale of self-help books. And materials and others.

Our business is located between a well-populated residential estate and a business district in Pennsylvania – Smethport, Pennsylvania, USA.

USA Private Counselors LLP, is a customer-centric and consequently operated private consulting firm that offers a wide range of consulting, learning approaches and experience at an affordable fee that is in any way to put a hole in our clients’ pockets. We make sure to work hard to meet and exceed the expectations of our customers because whenever they hire our services, it is related to their professional and personal goals.

The Business

USA Private Counselors LLP is the overall best interest of our clients comes first, and everything we do is entirely guided by our values ​​and professional ethics. We make sure to hire professional and certified psychologists, social workers and counselors of various skills who are well experienced and enthusiastic.

Management of Social Service Agency

In the private counseling practice business plan , we ensure that we are responsible for the highest standards by accurately and fully meeting the needs of our customers. We will cultivate a work ambience that gives a humane, sustainable approach to practicing, earning and living in our world for our associates, employees and our clients.

Customers of Social Service Agency

While starting a social service agency it may seem like a dream too high, but we are sure it will attract more customers like celebrities, public figures, and Private Job based customers. As we have done lots of research and feasibility, studies and we are excited and confident that Smethport is the right place to start our private consulting business.

Business Target

Our primary goal is to satisfy our customers and establish our business location. So people can learn about us and our dress code. Our business plan Private counseling practice is to gain as many customers as possible and expand our Social service agency line to many countries. Profit is a secondary thing, but the primary concern is to satisfy our customers and their queries.

1. How to start a business?

Well, this is the most challenging part because the person starting the business never knows about the future. Whether the business will work or not; it will always be an opportunity, and because of this, many are sacred. Most people ask how to start a business? Therefore, the answer here is, you need to identify the needs of the people. You need to check the latest market trends and what people want to do.

2. What are the costs involved in opening a business?

The start-up cost of the counseling business can be low or high depending on your goals, vision and aspirations for your business. The start-up capital for a home-based private consulting business without any overhead can be as low as $250,000 to $350,000, while a medium and large scale value is definitely higher.

3. How to implement business management?

Our management staff and this is based on the performance of the company for a period of three years or more. We know that if it is put in place, we will be able to successfully hire and retain the best staff for management, which we can get in the industry. They will be more dedicated to helping us build the business of our dreams.

4. What target of this business?

We have a private counseling practice business plan, our target areas are local people, celebrities, and social media influencers, and they can advertise our agency differently.

Company Summary

  plan your business.

USA Private Consultants LLP will ensure that the right foundation, structures, and processes are in place to ensure that the interests of our customers employees are well taken care of. Our company’s corporate culture is designed to move our business to greater heights, and the training and retraining of our employees will burn at the top of our business strategy.

Define your brand

The new business will have to face the initial problems in establishing a brand name in the head of the customer. We treat our customers well and take care of their needs and recommendations. We also did tailor-made projects for clients. We discuss with our team what the customer needs and how to apply it.

How to promote & market a business

The truth is, if your customers have experienced a big difference in their lives as a result of hiring your company’s services, they will be compelled to help improve your company.

Establish a web presence

Another notable trend in this field is the influence of technology; the advent of technology has led to an increase in the income of private consultants around the world. With technology, it is not easy for private consultants to provide advice to their client’s thousands of kilometers away from them.

Company Owner

USA Private Consultants LLP- may be a new private consulting agency in Pennsylvania, but the board of directors and business owner are considered gurus in the industry. The woman is a leading professional, licensed and highly qualified psychologist and marriage counselor. She can help her clients cope with their challenges and successfully achieve their personal goal in the short term. These are the areas where we consider a competitive advantage.

Why the social service agency is being started

Our owner loves to start new social services agency, but they feel like they can share their social ideas with others. They are learning about social causes and are now going to propose a big agency or business project so that people can also benefit from their practicing department.

How the social service agency will be started

Being talented is one thing, knowing how to make people successful is another; That’s why you need to constantly get feedback to measure the progress and performance of your agency. Keeping all these things mind and with the help of private practice counseling business plan template, the business will be started.

Our mission to start our private practice counselling business is to help our clients and staff to meet their challenges, achieve their personal goals, improve their skills, competence and productivity, and of course, make a profit from the field of counseling. In addition, you can work on starting your own counselling practice agency as well.

Our service offerings are listed below;

• Clinical Psychology
• Industrial-organizational psychology
• All other psychology
• Social work on mental health
• Marriage and family therapy
• Child, family and school social workers
• Online consulting services

Marketing Analysis of Counseling Services

Market trends.

The trend in the field of Counseling Services, social workers and other counsellors over the past half-decade shows that the industry continues to grow. Private consulting services are required regardless of economic conditions, which protect the industry from economic fluctuations.

Marketing Segmentation

USA Private Consultants LLP will generate revenue by providing the following private consulting services;

• All other counselling
• Retail sale of self-help books and supplies

After opening a private practice business , our business target cuts across different classes of people and people from all walks of life. We come with a business concept and company profile in the field of psychologists, social workers and marriage counselors, which will help you, work with clients from different backgrounds and different positions.

Product Pricing

Generally, starting your own counselling practice services are charged flat rates on an hourly billing rate and a weekly or monthly basis. As a result, USA Private Consultants LLP will charge flat fees to our clients, except for a few cases where special clients will have to pay on an hourly basis.

Marketing Strategy

We note that there is fierce competition among private consulting firms in the United States; So we were able to hire some of the best marketing staff to handle our entire sales and marketing.

Also, our sales and marketing staff will be recruited based on their vast experience in the industry, and the goals of USA Private Consultants LLP.

Competitive Analysis

Being more competitive in the field of counselling, the staff, counsellor and practitioners will provide consistent quality service, and our clients can experience significant difference and improvement, and meet the expectations of your clients at all times you can meet.

Sales Strategy

USA Private Consultants LLP is all set to use the following sales strategies to attract customers. The sample proposal for counseling services will include the followings-

• Introduce our private consulting firm by sending introductory letters with our brochure to key stakeholders in Corporate, Religious Institutions, Families, and Smethport – Pennsylvania.
• Print flyers and business cards and drop them strategically in offices, libraries, public facilities and train stations and more.
• Use close friends and family to spread the word about our private consulting firm.
• Put information about our private consulting agency on bulletin boards in places like schools, libraries and local coffee shops.
• Placing a small or classified ad in the newspaper or a local publication about our private consulting firm
• Advertise our private consulting firm in relevant educational magazines, newspapers, television stations and radio stations.

Sales Monthly

Well, here is a chart below where you can find monthly sales.

Sales Yearly

We are also exploring the market and its sales in the marketing plan for counseling center . Well, the counsellng is doing well, as you can see in the chart below.

Sales Forecast

Excellent work.

excellent work, competent advice. Alex is very friendly, great communication. 100% I recommend CGS capital. Thank you so much for your hard work!

We were able to critically explore the private consulting market, explore our opportunities in the industry, and we were confident and able to come up with the following sales forecast. Sales forecasts are based on data collected in the field and some strange assumptions for similar startups in Smethport – Pennsylvania.

Below are the sales forecasts for USA Private Consultants LLP, which are based on the location of our personal training and training company, and of course the wide range of training we offer-

• First financial year : $150,000 to $400,000
• Second financial Year : $350,000 to $500,000
• Third financial year : $500,000 to $550,000

 Personnel plan

Company staff.

Considering the above counseling services, we have decided to appoint qualified and competent hands to hold the following posts;

• Chief Partner / CEO
• Psychologists, social workers and marriage counselors
• Office Administrator
• Marketing executives
• Customer Service Administrator

Average Salary of Employees

Well, this is the most important process for counseling private practice business plan . However, in the table below we have mentioned all the details about the salary.

Financial Plan

In setting up a private counselling practice business plan, size, or cost depends on the approach and size you want to undertake. If you rent a space and want to go big, you will need a large amount of capital as you need to make sure your employees take good care of you.

Important Assumptions

According to our assumptions, we will follow this plan to increase our business naturally. If there are any natural disasters, we control the things of our human condition. You can see the map.

Break-even Analysis

The Break-Even Analysis is based on our private counseling practice business plan to reach the level in only one year.

Projected Profit and Loss

Our private counselling practice business works well, but we don’t cover the monthly budget, so we try to cover it for the next four months.

Profit Monthly

The monthly profit chart will be as below-

Profit Yearly

The yearly profit chart will be as below-

Gross Margin Monthly

The below gross margin lines are showing the future figures, and we hope they will get thicker by the time.

Gross Margin Yearly

Slow, dense lines, as we can see. This year we will cover.

Projected Cash Flow

The psychotherapy finances or cash flow can be seen below where we can not only get out of debt, but also find profits.

Projected Balance Sheet

Business ratios.

Download Private Counseling Practice Business Plan Sample in pdf

OGSCapital’s team has assisted thousands of entrepreneurs with top-rate business plan development, consultancy and analysis. They’ve helped thousands of SME owners secure more than $1.5 billion in funding, and they can do the same for you.

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How To Develop A Private Practice Business Plan

• May 30, 2022
• Becky DeGrossa

Last week, Howard Baumgarten of Smart Practice Central joined me to share his expertise with the CounselingWise community. In the webinar, he talked about the importance of having a private practice business plan for counseling, as well as what goes into creating one.

One of the things I took away from his presentation was to be successful, you need to be prepared, and you need to have a plan.

As the owner of a small business myself, I know that having a solid plan in place has been a vital aspect of CounselingWise’s growth and success. I’ve found that having a plan is what drives a business forward to achieve its goals . Without a plan, as Howard mentions, you are less successful.

During the webinar, Howard talked about the 11 different parts (or “modules”) of a business plan . Each part is equally important and pieces together an organized view of any business. Today, I am going to highlight five parts of Howard’s business plan. To learn about the other six (equally as important) parts, be sure to check out the webinar replay here .

Before we dive into the different parts of a successful business plan, I want to lead you with something to think about. During the webinar, Howard advised, “ Think about your business plan as a matter of survival in your professional life . It’s an opportunity for you to really organize yourself and appraise what is going on in your business.”

5 Key Parts of a Successful Business Plan

1. the four c’s of your vision.

If you are familiar with the SWOT technique (a planning method use to evaluate your strengths, weaknesses, opportunities, and threats), then the 4 C’s will be something you relate to . 

Because he didn’t want to focus on a person’s weaknesses or threats, Howard viewed this planning method through a different colored lens.

The 4 C’s stand for:

• What Are Your Capabilities? (your strengths)
• What Are Your Challenges? (your weaknesses)
• What Are Your Chances? (opportunities)
• What Are Your Concerns? (threats)

This piece of the counseling business plan is key to evaluating your practice from a personal and professional level. 

Take out a pen and paper and jot down all of the above as they apply to you.  Get a piece of paper and breaking it into four columns. In each column, write down your professional and personal capabilities, challenges, chances and concerns. One thing to keep in mind—it’s okay to have the same thing in multiple categories.

By having your capabilities, challenges, chances, and concerns outlined on paper, you can better plan for the future of your practice and your personal life .

It forces you to take what’s kind of hazy and abstract in your head and makes it a tangible reality. That way then you know where you stand and how to move forward with your vision for your practice. 

2. Your Mission Statement

The next part of the private practice counseling business plan I want to highlight is your mission statement. In Howard’s presentation, he said to ask yourself… 

“What is my purpose? What was I born to do? What do I really want to do? How do I want to affect the populations I am working with? What am I empowered to do?”

By answering the above questions, and really digging down into the meat of the reason you get up every morning , you will develop a wholehearted mission statement for your practice.

But what does developing a mission statement look like in practice? 

For his therapy practice, Howard’s mission statement is, “ Build something new in order to change something old in order to grow .”

One thing to keep in mind when writing your own mission statement… 

Make sure you are writing the statement in lay terms , and not professional/clinical terms. Try to stay away from words like “depression,” “anxiety,” etc. You are writing this not only for yourself, but also for your clients.

3. Your Services

This is the who , what , when , where and why of your services as a private practitioner. 

This part of the private practice business plan is key to giving you the clarity you need in terms of the services you provide , and the services you may want to offer in the future.

• Who? Who are you working with? Who are the populations you treat? Do you work with couples, adults, children (what age children?), teens? What kind of couples do you work with? For example: high conflict, couples about to get married, etc. Really dig deep into the “who” of your services to determine what clients you have and what clients you want.
• What? What are the issues you want to focus on? If the “who” is couples, what type of couples issues do you want to work with? Howard’s example was that he likes to work with couples that have a high degree of conflict and are tired of fighting with each other.
• When? When are you providing your services? When you are first starting out, as Howard mentioned, it could be Fridays and Saturday mornings. When you build your practice more, you can shift your hours more and more. Determine when you want to practice and include it in your plan.
• Where? Where do you want to practice? Maybe you want to do a day in a doctor’s office. Maybe you want to offer therapy out in the community, or in the wilderness. Think creatively about where you want to practice. It will maximize the benefits of your services.
• Why? For the why, you will want to see your mission statement. The why is all about your passion and purpose.
• How? How do you treat your patients? This is all about your treatment intervention style (EFT, mind-body-connection, EMDR, etc). What are your technique leanings?

This part of the plan is powerful. It helps move you in terms of defining yourself and who you are. You will also draw from this part as your quick “this is what I do.”

As you are completing this part of your business plan, keep in mind that you will probably have three or four different sub-sections under each of these .

Answer each question for each service you offer or want to offer. Eventually, this will all be useful information that you’ll want to include on your website. 

If you’re thinking ahead and want to use this exercise to generate content for your website, check out how to write informative specialty pages .

4. Personal Growth

To grow professionally, it’s important to take care of yourself so you can grow personally. 

In order to have a healthy work-life balance, you will want to focus on 4 main areas :

• Nutrition: Are you eating a healthy, well-balanced diet?
• Sleep: Are you getting enough sleep?
• Exercise: Are you moving your body?
• Spirituality: Are you expressing yourself spiritually? This could look like anything, such as a religious practices, time in nature, yoga , etc.

Think of things that are important to you on a personal level and write them down. Personal growth is a key piece of your business plan.

Because if you don’t grow yourself, how can you expect to grow your private practice? It all works in concert, together. 

5. Administration

The Administration part of the private practice business plan can be hard, especially if you are used to being a one-person show. 

And  if you think you can run the show without any professional support throughout your entire career, you will be spread very thin .

As part of your counseling business plan, you need to create an administration plan to ensure you have the support you need to build a successful practice—and keep your sanity. 

Think about the people who you currently have supporting your practice professionally. Then think about the people you may want to include in your group of practice professional support.

Naturally, some people may not be ready for this, so think about this part of your private practice counseling business plan when you are ready. 

You know you’re ready when you say to yourself, “I am getting really sick and tired of doing this admin task, and I am now in a place where I can afford to hire someone to do it for me.”

By getting support, you free up emotional space so you can pursue things that drive your interests and passions . This is a vital piece to your professional growth.

Administrative support includes but is not limited to… 

• a medical biller (if you accept insurance),
• a bookkeeper,
• an accountant for tax purposes,
• a financial manager/adviser,
• an investment banker,
• a corporate attorney,
• an insurance agent,
• a commercial real estate broker (rent or buy)
• and a virtual/actual assistant.

Each part of the counseling business plan that I discussed today is vital to a successful practice. Your business plan, however, really isn’t complete without the remaining six. To learn about all 11 parts, and to learn more from Howard about a successful business plan, watch the webinar replay here .

You can also download the Business Plan Template here .

One last tip : Don’t just write your plan and forget about it. Howard recommends going back every six or so months to revisit the plan and stick to your goals.

You can also watch my interview with Howard Baumgarten, founder of Smart Practice Central, below. 

Enjoy the replay!

It’s Not Just You: GBP Verification Sucks

Google Business Profile (GBP) verification can be an extremely frustrating process, and it’s likely to become more frustrating, especially since Google is increasingly relying on video verification. And not just for Private Practices. No matter the industry, Google is a pain. Even businesses that have been around for years are being forced to reverify their

How To Conduct Teletherapy For Kids

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Why The New Google Analytics May Show Less Data

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The Top Therapist Directories (Pros, Cons, and Costs to List Your Practice)

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Business Plan Writer Moscow

A well written business plan is an essential component for any company seeking to raise capital. Our team at Prospectus.com has over 20 years of experience writing business plans and structuring business models for start-ups, later stage and expansion companies, those seeking venture or angel financing all the way to mezzanine and 144A funding, spanning a wide range of industries across the globe. We have been involved in thousands business projects and assisted with business planning, offering and private placement setup, feasibility studies, drafting financial projections, both for private companies and those seeking initial public offerings or listings on a stock exchange.  Our team is a recognized leader in business plan development. In fact, our CEO is the Chairman and Founder of  Borders.org  ( Business Plans Without Borders ), a not-for-profit 501c3 organization which assist low income families as well as refugees and immigrants with business plan writing services and grants.

Our Team’s Business Plan Advisory Services Value-Proposition:

• Our staff are known as one of the most reliable and affordable Business Plan developers in the U.S. and worldwide. Our straight forward and honest assessment of one’s business is one of our strongest characteristics
• Offices and associates in numerous countries, including New York, London, Hong Kong Beijing, Singapore and Seattle
• 1 to 2 weeks’ average time for completing business plans
• Proven track record of saving entrepreneurs thousands of dollars in needless spending while developing the business plan
• Ability to draft your business plan and prospectus or private placement memorandum or offering memorandum for debt or equity offerings or any other service and package    everything as one price
• We are somewhat of a one stop business for most of the startup and later stage company needs.

Moscow Business Plan Options

There are mainly two types of business plans that are written in Moscow: capital raising business plans and management or managerial business plans.

Raise Capital with a Business Plan

Most business plans are written with eye towards raising money for their venture. In a business plan that is written for investment capital, the structure of the business plans and therefore the most important point of the document will be the value-added benefit. Information on the products, services and the market will play central roles in the development of the plan, as well as various payout or exit strategies for the investors. Most business plans will focus on either selling equity or debt to investors.

• Equity : In an equity business plan the company seeking funding will sell an ownership stake. If the company is a corporation, they will sell shares or common stock or a variation of them. If the company is a LLC or a Limited Company (which is popular worldwide) interest or units in the company would be offered. Both a form of ownership, just with a different name for each entity. In additional, there are other sweeteners one can add into any business plan offering, including warrants or preferred shares or preferred units or convertible debt.
• Debt : in a debt offering business plan the company will be issuing some type of bond or a note to investors. A bond or note differ only in terms of the length of each security, which bonds being considered a longer maturity date than a note. There are also convertible debt securities that would convert the notes/bonds to equity at a certain fixed point in time. The business plan for bonds would detail the terms, such as the maturity date, interest rate and other vital information.

Managerial Guidance Business Plan

• No Capital Raising : In a managerial or a management business plan, the focus is not on raising money but what strategy a company should employ. While most companies that write business plans do so to raise capital, there are some that simply want to get a second opinion or an outside view of their business. They ask us to write them a business plan for growth opportunities, not to raise money. Said another way, the management of the company wants to see our view and take on their business and what we would do to expand their company.
• Recommendations : A business plan used to simply strategically plan one’s next move is referred to as managerial guidance business plan document. No capital is being raised initially, although sometimes we may conclude that capital should be raised for the company to penetrate or open new markets or opportunities. In the course of research, we may conclude that, in fact, the company should conduct an offering and raise money. We will recommend the amount to raise based on the company’s expansion needs and the company valuation.

3 Levels of Business Plans

Our firm offers various levels of business plan writing service and consulting, including: Level I Start-up Business Plan »

• Prospectus.com’s team consists of industry expert business plan writers. Our Level I Start-up Business Plan can be used for companies raising initial seed funding and getting off the ground. The dollar amount being raised is not of paramount importance.
• The Start-up Plan includes complete financials, potential cash-flow, market analysis and marketing strategies as well as a break-even analysis, and a separate executive summary and much more.

Level II Expansion or Series B Business Plan »

• Prospectus’ Level II Expansion or Series B Business Plan assists companies and entrepreneurs that are seeking to expand or scale their business, including by increasing market share.
• The Level II Start-up Plan helps to define concepts, target markets and market potential, as well as financial clarity necessary to define your concept, identify your market potential, and identify capital requirements. Executive summary included.

Level III Enterprise Business Plan »

• Prospectus’ Level III Enterprise Business Plan serves the need of those later stage and established companies seeking to raise additional capital to expand their businesses, often in the form of issuing debt securities such as bonds or convertible notes.
• The Level III Enterprise Business Plan is our most comprehensive business plan and often our clients will need a prospectus or a private placement memorandum (offering memorandum) written as well.

Our firm has years of experience drafting securities documents and is confident we can assist with your Moscow Business Plan Writer.  Feel free to contact us anytime, or call us to setup an appointment at any one of our global offices.

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United Investment-Consulting Group “Business & Innovations” Moscow – Saint-Petersburg - Tartu

Sep 16, 2014

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United Investment-Consulting Group “Business & Innovations” Moscow – Saint-Petersburg - Tartu. Your reliable business navigator in Russian and Estonian business environment. Our history. 1991 – 2008 – Independent business experience collection and training on individual practice

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• msw recycling
• business relations
• joint project
• international business enlightenment
• 2008 msw recycling plant

Presentation Transcript

United Investment-Consulting Group “Business & Innovations”Moscow – Saint-Petersburg - Tartu Your reliable business navigator in Russian and Estonian business environment

Our history • 1991 – 2008 – Independent business experience collection and training on individual practice • 2008 – First joint project in development • 2009 – Joint preparing to mutual work, team building, seeking international relations in investment market • 2010 – B&I foundation and starting new project of MSW-recycling in Murmansk and in Karelia • 2011 – Partnership agreement with Ivanov &Ko in Estonia, new business relations with Russian and Estonian innovative companies, starting the first joint project realization, starting the three new joint projects in Russia and in Estonia • 2012 – New Estonian Co foundation

Our credo • Our clients = Our partners • Our client’s business = Our business • Our competency = Our client’s competency • Our client’s success = Our success • The responsibility for the results = Our mutual responsibility

Who we are Our faces • We are the professional team of business practitioners joined by tight professional and personal friendship and working together more than 3 years. • Our skills: Economics, Finance, Strategic planning, Accounting, Legislation, Economic security, Project management, Marketing, HR-management, Trainings and Couching, Real Estate. • We know all national features and underwater reefs in the Ocean of Russian Business, we know how to avoid them and decrease the special risks. We know how to turn the shortcomings into advantages, and how to plan in unpredictable conditions.

What we do • We find out best investment opportunities in Russia and in Estonia • We develop a project and its strategy, accomplishing a Due Diligence and Business Planning • We prepare a package of documents and the project for the presentation • We seek investors and present a project for them • We conduct negotiations on behalf of project initiator • We develop the mutual acceptable conditions, prepare agreement documents and provide the signing process • We support business totally in order to assure the successful executing of business plan and interests of both parties all over the project duration • We consult top-managers on optimization of management system in HR, finance, structure, accounting, corporate culture • We perform trainings and seminars for boards of companies and independent entrepreneurs on business strategy and business planning, legislation and business promotion in Russia, CIS, Estonia and EU. • We support innovations and inventions and help to attract investments to implement them into production. And • We congratulate the participants with the success upon the finish of the project

Our approach • We regard any inquiries individually and confidentially; • We consider any project as a complicated commodity at the investment market, which should be of high quality and marketable attractive for investors; • So we do our best to prepare and develop and due diligence of the project from an idea to a state of real investment opportunity, then represent to the market in nice "packaging"; • This is hard work, so we don't do it free of charge, but our prices are comparable with the market and real possibilities of our clients; • As the any qualitative saleable goods, any project needs in the professional services, so we support it from the very start till planned success with our external management; • Thus we are responsible for the results, providing the reliability of projects, monitoring all internal and external changes, caring the secure and the interests of all participants of a project.

What we did Realized (before the B&I registration): • 2008 – MSW recycling plant in Ukraine (3 M EURO) • 2009 – Tourist Recreation-sport zone nearby Saint-Petersburg (5 M EURO) Realizing now: • MSW Recycling International Production Company in Russia (Murmansk region and Karelia) and in Estonia (20 M EURO) Preparing to realization: • The Network of Small Hydro Power Plants in Ukraine (140 M EURO) • Film studio in Estonia (5 M EURO)

Our partners • Advent UK Ltd – UK, London – the best lootsman in Financial Sea of London City; • Tallinn Technological University, Tallinn – science and technologic provider of our innovation development; • Nord-Intel Co Ltd, Murmansk – the provider of our ecologic projects in Russia and in Estonia; • Ivanov &Ko Ltd, Tartu – the legal and business supporter in Estonia • All of our clients – projects owners

What we plan • We plan to create the international Business consulting and training unit in Estonia as a center of international business enlightenment and cooperation between European and Russian entrepreneurs to draw closer their targets and knowledge and effectively use the opened opportunities of all sides • We plan to arrange strong business relations with several UK and EU investment companies and private Equity funds • We plan to create the Innovation Research Center of Science and Technology to develop the new technologies and products based on raw sources from MSW recycling plants in Estonia

We are interested in • Cooperation with reliable UK and EU companies engaged in investment market • Cooperation with Western consulting companies for joint realization of projects • Cooperation with production, construction, development, research and technology companies in Russia and in Estonia

Our contacts • Russia: B&I Inc., Reg. Cert. No 1107746459952 Tax Reg. No 7727720195 The address: 101/off.18, Yuzhnobutovskaja Str., Moscow, Russia, 117042 Email: [email protected] Tel. +7 916 994 0617 (Andrew Spesivtsev) • Estonia: Ivanov & Ko OU, Reg: 11239891 Reg. address: EE69102,Rahumäe 2a Karksi-Nuia, Eesti Office: Eesti Vabariik, Tartu linn, Vaksali 17a, 306, 50410 Email: [email protected] Tel. +3725 670 4144 (Andres Saask)

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