New Business Package
Considering venturing off on your own to start a private practice? We are here to make the process simple, affordable, and most importantly, legally compliant.
Up and running in weeks. Peace of mind that lasts.
What’s included (state dependent):
Guidance on the right structure for your license and state (e.g., LLC/PLLC or Professional Corporation).
Drafting and filing of formation documents with the state.
Registered/Resident Agent service (when applicable).
Core tax and business IDs (e.g., EIN) and required state-level registrations (when applicable).
A customized intake packet aligned to your license and state requirements (informed consent, privacy notices, telehealth, payment/cancellation, ROI, and minors/guardianship, as applicable).
Clear notes indicating what’s legally required vs. where you can personalize language and accessibility for your clients.
A comprehensive review of your practice policies, assessment tools, and other client-facing documents (including website disclaimers and telehealth language).
A dedicated 60-minute meeting to walk through your documents, answer questions, and plan next steps.
Add-ons (as needed)
Multi-state intake packets
Multi-owner documents (Operating Agreement, Bylaws, Partnership agreements).
Specialty consents/waivers (e.g., Ketamine-Assisted Psychotherapy, “walk-and-talk” therapy, group work, supervision).
Business Associate Agreement (BAA).
Written Information Security Program (WISP) and related privacy/compliance policies.
Alternative entity types (corporation, nonprofit) and related filings.
S-Corp tax election support where appropriate.
State-specific steps (e.g., trade names/DBAs) as needed.