On demand self study on contingency and transition planning for Group Practices
What Happens When We Die?
How to Prepare for Group Practice Afterlife
Listen to Ken Urie, LMHC of Group Practice Success address the tricky topics of preparing your group practice to thrive without you.
No CE
On Demand Self Study
Let’s Face It — It’s Inevitable…
We are all going to die. It’s inevitable.
But as business owners, we all want to create our practices to thrive even after we move on.
Join expert Ken Urie LMHC as he discusses creating a durable plan that will outlive you and help set your practice up for success with, or without you, as a way to care for all who depend on you.
Who is this event for?
This course is designed for group practice leaders, and group practice clinical staff members. It is also suitable for practices that consist of 100% in-person, 100% telehealth, or a mixture of in-person and telehealth treatment.
In-person Practices
Hybrid Practices
Teletherapy Only Practices
Group Practice Specific Support
Form a durable contingency plan be in place to ensure continuity of care for clients and for your business.
Honest Talk
Gain an understanding on how to create a durable plan with a power of attorney that will allow your business to thrive without you.
Practical Support for Planning
Take practical steps to continency planning that encompasses what you need to know as a group practice leader.
I DEEPLY appreciate all your help as I made all these fundamental decisions for my group. I know I can’t anticipate ALL the issues that will arise, but I prefer to look as far ahead as possible to avoid any unnecessary problems. I really appreciate you!
Training is Step 2 of the PCT Way.
Course Details
No CE. Self Study
Title: What Happens When We Die? How to Prepare for Group Practice Afterlife
Authors/Presenters: Ken Urie, MA, LMHC
Presentation Outline
- Let’s Face It — It’s Inevitable…
● Does Anyone Worry About This? - Who Depends on Your Business?
● What If You’re Suddenly Not Around?
● Your Business Lives On Beyond You
● We Need a Plan - So — What’s YOUR Plan?
● Durable Powers of Attorney
● What Makes it “Durable”? - Not Dead Yet!
● Financial Durable Power of Attorney
● Personal & Healthcare Durable Power of Attorney
● A Will
● Probate
● How Much Does Probate Cost?
● Why Avoid Probate? - A Trust (or Living Trust)
● Will vs. Trust? Which is Better?
● Funding Your Trust
● Your Trust As a Beneficiary
● Fund Your Trust With…Your Business - So, Who Will Run My Business?
● Operating Agreement
● Write a Contingency Plan
● Contents of Contingency Plan
● Make a Contingency Chart
● What Happens When We Die? - People Will Be Sad for a While…and Our Businesses Will Continue to Run Smoothly and Successfully!
Meet Our Presenters
Presented by
Ken Urie, MA, LMHC
Ken Urie MA LMHC is the founder and Executive Director of Mill Creek Family Services and co-founder and business consultant for Group Practice Success. Ken enjoyed many years as a successful private practitioner with a consistently full caseload. However, he wanted to find a way to serve the people calling for counseling help that he didn’t have room for in his schedule. He was inspired by an article written by Joe Bavonese in the Psychotherapy Networker about moving from a sole-provider practice to a Group Practice. With that inspiration, Ken took action. In 2010, he leased 3 adjacent offices and hired additional therapists to see clients. At the time, Ken thought that this expansion would be the one and only time he would take such a significant leap. However, within the first 2 years, the referrals for his Group Practice soared and, as a result, pushed the limits of it’s capacity.
In mid-2013, Ken stepped back from providing direct services for clients himself in order to fully focus on creating an ideal work-environment for his Group Practice providers and staff. Since then, Ken expanded his Group Practice to 33 counseling offices in 2 locations in Mill Creek and Everett, Washington. He employs a Dream Team of 35 Therapists, an Assistant Director, Professional Development Director, Clinical Lead and 8 Administrative Specialists, all who represent excellence in their work and dedication to the Mill Creek Family Services mission to provide Healing, Hope & Possibilities for their community.
In 2017, Ken expanded his direct support and guidance for other Group Practice owners across North America with his business consulting and coaching. Ken is passionate about optimizing the potentials available with the Group Practice model for fellow Group Practice owners. He is convinced that the “inner-game” of the entrepreneur is the primary driver of our results. For Ken, Group Practice Success is equally about WHAT we build and WHO we become along the way that makes all the difference.