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Pricing & Membership

Membership

Our unique consulting membership is the best way to leverage our expertise in your practice. Membership provides you with

  • best strategies for growth and optimization,
  • broader coverage of the direct care business model and the medical legal landscape,
  • discounts on document review and legal drafting, and
  • bundling options for bookkeeping and fractional CFO work.

Let us wear some of your entrepreneur hats so you can build a practice you will love without having to do everything yourself.

Consulting Membership

$650/month includes
  • Advising: Individual sessions each month to discuss business needs, consult on legal issues, and design / implement / evaluate growth strategies.
  • Client Portal Access: Dedicated client portal for secure document sharing, collaboration, and follow-up questions / conversations as needed.
  • Document Review: Summary and analysis of risks and negotiable provisions.
  • Legal Drafting: For each year of membership, get your first 3 documents free; 30% off flat-rate pricing for additional documents.
  • Financial Services: Discount of $100 off financial services membership when bundled.

Financial Membership

Starting at $500/month includes
  • Bookkeeping: Monthly categorization and reconciliation of all linked accounts.
  • Reporting: Monthly financial reports (P&L, Balance Sheet).
  • Consultation: Monthly financial consultation.
  • EMR Reporting: Add EMR-specific data and custom reports (price depends on EMR).

Bookkeeping onboarding fees may apply.

All-Inclusive Membership

$2000/month includes
  • Advising: Bi-weekly sessions to discuss business needs, consult on legal issues, and design / implement / evaluate growth strategies.
  • Client Portal Access: Dedicated client portal for secure document sharing, collaboration, and follow-up questions / conversations as needed.
  • Document Review:  Summary and analysis of risks and negotiable provisions.
  • Legal Drafting: All legal drafting included.
  • Financial: Bookkeeping and fractional CFO reporting included. EMR-specific data and custom reports included.
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12-month Membership term. Early cancellation fees apply.

Flat Rate Pricing

DPC-Specific Documents

  • Member Agreement $1500

    (for DPC or DSC practice)

  • Notice of Privacy Practices $500
  • Website Terms of Use & Privacy Policy $500
  • Medicare Opt-Out Support $500
  • Informed Consent Document $250
  • Office Policies $500-$1000

    (depending on complexity)

HR Documents

  • Employer Agreement $1000
  • Staff Handbook Template $3000
  • Clinician Employment Agreement $1500
  • Non-Clinician Employment Agreement $500-$1000
  • Independent Contractor Agreement $1500

Entity Formation

  • Simple Entity Formation $2000
  • Complex Entity Formation $3000
  • Corporate Entity Formation $5000

Estate Planning

  • Simple Estate Plan for Individual $2500
  • Simple Estate Plan for Couple $3500
  • Complex Estate Plan for Couple $5000

Other Business Documents

  • Legal consultation or business strategy session $300/hour

    (non-member)

  • Commercial Lease $2500
  • Sublease & Landlord Consent to Sublease $1000
  • Home Office Rental Agreement $2000
  • Section 280A Home Rental Agreement $3500
  • Other $250/page

    (general pricing; reach out for specific quote)