THERAPY BUSINESS BASICS 2.0
Start Your Cash-Based Practice ASAP
The Right Way
Learn exactly how to start your practice legally and confidently without feeling overwhelmed or confused.
This course will help you...
✅ Start your cash-based practice in 7 days or less
✅ Understand the exact legal & business steps to get going
✅ Get confident with pricing, forms, and payment systems
✅ Avoid overwhelm and information overload
✅ Launch without overthinking every tiny detail
✅ Save time by using real checklists, templates, and scripts
✅ Set up your first patient systems (intake, scheduling, documentation)
✅ Finally feel ready to see your first client with confidence!
…and actually feel like you know what you’re doing 🙌
8.33 CEUs
This activity has been approved for 8.33 CEUs for PTs and PTAs in most states.
Click here to see if yours is included.
BRAND NEW IN 2025
🧠 If you don’t know where to start, begin here:
MODULE 1: Introduction
Starting your own practice sounds exciting… until you’re hit with decision fatigue. In this module, we’ll help you get crystal clear on whether a cash-based solo practice is right for you—plus exactly what to expect.
✅ Understand the pros and cons of starting your own business
✅ Learn what a “lean startup” really means (and why it works)
✅ Explore real-world practice models & naming your biz
✅ Get the checklist for legal basics before you do anything else
🎯 Perfect if you're feeling hesitant, unsure, or just don’t want to mess it up from Day 1.
💼 If you're confused about legal & business setup, focus on this:
MODULE 2: Establish
Learn how to confidently set up your business legally and professionally from scratch—without hiring a lawyer or wasting hours scouring Google.
✅ Choose the right business structure
✅ Get your EIN, NPI, and business bank account set up
✅ Understand what licenses you actually need
🎯 This is where most overwhelmed future business owners get a lot of benefit.
⚖️ If you're scared of doing it wrong or making a mistake, focus on this:
MODULE 3: Protect
You’re a healthcare pro—don’t take legal shortcuts. This module helps you set up everything you need to stay safe and compliant.
✅ Get liability insurance
✅ Create intake and consent forms
✅ Use our templates to feel confident in getting started
🎯 Bonus: Learn why people will pay you cash (even when you don’t take insurance).
🚀 If you feel overwhelmed and stuck in inaction, focus on this:
MODULE 4: Open
We walk you step-by-step through choosing your opening day and setting up your systems for scheduling, documentation, and communication.
✅ Use Google Workspace for documentation & email
✅ Create templates to save time
✅ Know exactly how to start seeing patients—fast
🎯 This is where it all comes together and your practice actually becomes real.
What's included?
Join over 350+ other students in discovering:
MODULE 1
Introduction
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The pros and cons of starting your own business
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Is this opportunity right for you? (Not everyone is cut out to start their own business.)
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Why we take a lean startup approach to a cash based solo practice
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Why a CBSP could be a good place to start
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Different models and locations of CBSP
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Naming your business
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Checking the legalities of starting this thing
MODULE 2
Establish
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How to set up a practice as a business entity and different business structures
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Finding out if you need a business license
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Applying for an EIN
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Creating business bank accounts
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Finding a payment processor
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Applying for an NPI #
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Why people will pay you cash
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BONUS: How much should I charge?
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BONUS: How much should I pay myself?
MODULE 3
Protect
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The must-have pieces to put into place before starting to see patients legally
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Finding liability insurance for our practice
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Creating consent to treat forms
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Creating intake forms
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Platforms for digital forms
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BONUS: How to create intake and consent forms
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BONUS: Form templates
MODULE 4
Open
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How to create and optimize an affordable documentation and communication system to keep yourself organized, sane, and provide a great client experience!
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Getting set up with Google Workspace for domain, email, and phone number
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Create documentation templates
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Create communication points
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Decide on opening day
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BONUS: How to use Google Workspace for documentation
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BONUS: How to schedule patients in Google Calendar
Will this work for me?
Therapy Business Basics 2.0 is designed specifically for licensed healthcare providers who want to start a cash-based solo practice.
If you're in one of these categories, this course is 100% for you:
Licensed Clinicians
Wellness & Movement Pros
Aspiring Private Practice Owners
✔️ Physical Therapists (PTs & PTAs)
✔️ Occupational Therapists
✔️ Speech-Language Pathologists
✔️ Chiropractors
✔️ Athletic Trainers
✔️ Personal Trainers
✔️ Yoga Instructors
✔️ Pilates Teachers
✔️ Massage Therapists
✔️ Health Coaches
✔️ New grads ready to skip the burnout
✔️ Side hustlers ready to go full-time
✔️ Anyone who wants to help people without dealing with insurance companies
Still unsure?
If you’re a licensed provider who wants to run a values-based, client-centered, flexible practice—this course will walk you through every step.
Starting a practice is very doable if you know the processes to take prior to seeing patients, which is covered in this course. Great very important and time worthy info. For me, the pace of this course was just right.
-- Trent, PT
This course provided a great foundation to get started and hit all the major points for a basics course! Great content and super helpful!
-- Calli, OT
A great course! A minimal time requirement for the amount of info you walk away with. Just the basics which makes the process a little less overwhelming. I was able to further research each idea or suggestion if I felt I needed more details/clarification; but having a basic outline was really what I needed to get myself to just start the process. This course is worth more than you end up paying.
-- Kyle, PT
Step by step what I need to open my own business! Would not chance a thing about this course, it was exactly what I needed.
-- Stephanie, PT
In case we haven’t met yet…
Hey, I’m Dr. Morgan Meese 👋
I’m a physical therapist and the founder of the DPT to CEO coaching program.
I built my first cash-based practice with an $80 table off Amazon, a 5-year-old Samsung tablet from college, and a dream to do things differently.
I was tired of burnout, productivity trackers, and feeling like I couldn't actually help people in the way I knew I could. So I took the leap and built a business that gave me more freedom, better income, and way less stress.
Fast forward to now...
I’ve helped hundreds of healthcare pros—PTs, OTs, and more—ditch the insurance hamster wheel and start their own practices, too.
These days, I run my practice seeing athletes and pelvic health clientspart-time across a few fun places:
🧘♀️ A CrossFit gym office
🏋️♀️ My garage gym
💻 Online
I work with people I love working with, and that’s the magic of a practice that’s built around your life—not the other way around.
That’s exactly why I created Therapy Business Basics 2.0.
You don’t need to go down a Google rabbit hole or second-guess every step. This course gives you the step-by-step blueprint I wish I had when I started.
🧾 Legal setup? Covered.
💸 Pricing + systems? Yep.
📋 Forms, checklists, and templates? All included.
And best of all: Lifetime access.
Let’s get your practice off the ground—for real this time.
Take a look inside the course 👀
Frequently Asked Questions
Q: Who is this course for?
A: Therapy Business Basics is designed for physical therapists, OTs, chiropractors, personal trainers, and other licensed wellness providers who want to launch a solo cash-based practice.
Q: Do I need to already have a business set up to take this course?
A: Nope! This course is made for people starting completely from scratch. If you don’t know what an EIN is or the difference between an NPI type 1 and type 2, you’re in the right place.
Q: Is this too good to be true? What’s the catch?
A: No catch. I wanted to create a super accessible resource for clinicians who are just getting started. Instead of spending $1000+ on coaching right away, you can take this mini course and start seeing patients quickly and confidently. And then when you're ready, we would love to have you join us in DPT to CEO to learn how to grow your practice :)
Q: How long do I get access to the course?
A: You’ll get lifetime access to all four modules, plus any future updates.
Q: How long does the course take to complete?
A: Most people can finish it within a week! You can binge-watch it in a day or take it one module at a time. Everything is self-paced and pre-recorded—no live sessions required. I would estimate approximately 7-8 hours of video and homework (that's how we calculated our CEUs).
Q: Does this course count for CEUs?
A: Yes! Therapy Business Basics is approved for 8.33 CEUs for PTs and PTAs in most states. Click here to see if your state is included.
Q: Should I take Therapy Business Basics 2.0 or apply for the DPT to CEO Program?
A: If you're still exploring the idea of starting your own practice and want to take your first steps with confidence, Therapy Business Basics 2.0 is a great place to start. It’s a low-cost way to get clarity and take immediate action.
If you already know you're serious about leaving your job and growing a full-time cash-based practice, the DPT to CEO program might be a better fit—and Therapy Business Basics is included inside it.
Not sure? You can always start here and apply to DPT to CEO when you're ready (we do offer a small scholarship to students who complete Therapy Business Basics within 30 days of purchase!)
Still not sure which path is right for you?
Click here to book a free consultation and we’ll help you figure it out.
