Therapy Business Builder

We help OT, PT, and SLP Professionals start, build, and grow their businesses.

View Success Stories

Solid Foundation

The focus is on helping clients build a practice that’s legally compliant, professionally sound, and ready for sustainable growth.

Business Growth

The focus is on equipping clients with the tools, strategies, and systems to grow their client base, manage operations efficiently, and ensure consistent progress.

Scaling & Expansion

The focus is on helping clients transition into leaders, grow their team, and establish a scalable practice ready for long-term success.

The Program

Program Details

The Therapy Business Builder (TBB) program is designed to help therapists both establish new practices and scale existing businesses.

From the initial setup to expanding operations, TBB provides comprehensive support at every stage. We assist you in navigating compliance regulations, setting up essential systems like HIPAA-compliant phone services, CRM tools, and electronic medical records, and guiding you through the process of gaining acceptance from insurance providers.

What You Get:

  • Personalized Coaching: No therapist and no business are the same.  This program is individualized to each therapist and their personal and business goals.  Individual and group coaching, ongoing support, monthly sessions, and tailored training.
  • Compliance Support: Guidance on understanding and navigating key regulations to keep your business aligned with industry standards.
  • Essential Systems Setup: Included is a HIPAA-compliant Customer Relationship Management (CRM) system with a suite of integrated features, such as phone, texting, calendar/scheduling, an electronic medical records system, and a website.
  • Insurance Provider Support: Navigate acceptance with ease.

With TBB, therapists can focus on delivering exceptional client care while efficiently managing and growing their businesses.

Years in Business

Team Members

Customers

Inspired

Outline

The Three Pillars of Success

From Passionate Therapists to Thriving CEOS!

Solid Foundation

The focus is on helping Therapy Professionals build a practice that’s legally compliant, professionally sound, and ready for sustainable growth.

What is covered?

  • Establishing key policies and procedures (P&P) tailored to each individual practice.
  • Developing a compliance plan and understanding state and federal regulations, including OIG guidelines.
  • Setting up basic yet scalable systems, such as HIPAA-compliant CRMs, landing pages, and intake forms.
  • Navigating the difference between in-network, out-of-network, and hybrid models, with guidance on selecting the best fit for each therapists practice.
  • Completing insurance credentialing, if applicable.
  • Crafting a basic marketing plan to ensure therapists reach the right clients effectively.
  • Evaluating and strengthening foundations for those with existing businesses to ensure compliance and readiness for growth.

WHY IT MATTERS?

Without a solid foundation, businesses are at risk of legal, operational, and financial setbacks. This stage ensures our practice owners understand state and federal regulations, operate professionally, and are equipped to grow.

Business Growth

 The focus is on equipping Therapy Professionals with the tools, strategies, and systems to grow their client base, manage operations efficiently, and ensure consistent progress.  

What is covered?

  • Learning how to confidently and efficiently onboard and see clients.
  • Developing effective marketing strategies focused on building trust, networking, and relationships—without overspending on unnecessary tactics.
  • Enhancing client retention with streamlined system automations, paired with exceptional communication and consistent follow-up.
  • Mastering documentation and billing processes to gain a comprehensive understanding of financial workflows—including EOBs, claims, and reimbursements—empowering therapists to effectively manage, hire, or supervise billing support.
  • Utilizing a therapy-focused customer management system to implement systems and automations that save time and reduce manual tasks, such as appointment reminders, follow-ups, and client tracking.
  • Establishing and tracking key performance indicators (KPIs) to measure progress, evaluate success, and pinpoint areas for improvement.
  • Developing financial literacy to ensure therapists understand profit and loss (P&L), set effective pricing strategies, manage savings for reinvestment, and prioritize paying themselves appropriately for their work.
  • Implementing time management and prioritization strategies to efficiently balance client care and business operations.

WHY IT MATTERS?

At this stage, it’s not just about seeing clients but growing a business that runs efficiently and sustainably. This pillar equips therapy professionals with the knowledge and systems to provide excellent care, manage their operations, and grow without unnecessary stress or burnout.

Scaling and Expansion

The focus is on empowering Therapy Professioals to evolve into effective leaders, expand their teams, and create a scalable practice built for long-term success—transforming from therapists working in their business to visionary CEOs leading their practice.

What is covered?

  • Adding administrative support to offload non-revenue-generating tasks.
  • Hiring and onboarding new team members (e.g., therapists, assistants).
  • Enhancing systems and automations for greater efficiency and scalability.
  • Learning when and how to outsource tasks like marketing, billing, or additional admin work.
  • Strategizing for future growth (e.g., expanding services, opening new locations, or specializing).

WHY IT MATTERS?

Without a solid foundation, businesses are at risk of legal, operational, and financial setbacks. This stage ensures our practice owners understand state and federal regulations, operate professionally, and are equipped to grow.

Seamless Transition and Ongoing Value

Comprehensive Benefits:

Therapists gain access to a wealth of resources and benefits aimed at optimizing their business operations and maximizing their success. This includes:

  • Network of Like-Minded Therapists: Connect with and gain support from a community of fellow private practice professionals.
  • Integrated Solutions: Our program includes essential tools such as EMR (Electronic Medical Records) and CRM (Customer Relationship Management) systems, eliminating the need for therapists to source these services separately.
  • Trainings and Education: Members receive access to ongoing trainings and educational resources, ensuring they stay up-to-date with the latest industry trends and best practices.
  • Personalized Coaching: Individual coaching sessions provide tailored guidance and support to help therapists achieve their unique business goals.
  • Exclusive Discounts and Partnerships: We’ve partnered with industry-leading providers to offer exclusive discounts and benefits to TBB members, maximizing the value they receive from the program.

Ensuring ROI and Minimizing Costs:

We understand the importance of delivering a tangible return on investment (ROI) for our members. By keeping therapists informed, equipped, and supported, we empower them to make informed decisions, avoid costly mistakes, and drive growth in their businesses. The time saved alone by accessing our comprehensive resources and expertise is invaluable, not to mention the significant cost savings on attorney fees, education, coaching, and potential errors.

Flexibility for Long-Term Growth:

While our commitment is to provide ongoing support for their long-term growth, we understand that individual needs may change over time. If therapists decide to transition out of the program, they have the flexibility to do so. Our goal is to empower therapists to make the best decisions for their businesses while ensuring they have the resources and support they need for success, both now and in the future.

Avoid Costly Mistakes

Invest in Your Success

Many therapists try to start and build their businesses alone, thinking they’re saving money. Our founder once did the same and faced costly mistakes. She discovered that coaching and mentorship are strategic investments, not expenses.

At Next Level OT, we know the challenges of entrepreneurship firsthand. Our program equips you with the tools, resources, and expertise to succeed in the competitive healthcare industry. The value of our program far exceeds its cost, saving you time and preventing expensive errors.

Don’t let the idea of saving money upfront hinder your long-term success. Invest in your future with Next Level OT. Join our program today and start building the business of your dreams.

Testimonials

Success Stories

Discover how our clients have transformed their practices and achieved remarkable success. From enhancing patient outcomes to expanding their business reach, these stories showcase the powerful impact of our tailored strategies and expert guidance.

Shannon

AgeWise Therapy

Your confidence in me has given me confidence in myself, and I’m so grateful for your guidance, encouragement, and honesty throughout this journey. Thank you for believing in me and helping me build not just a business, but one that has a strong foundation for growth. Thank you again for everything. I truly couldn’t have done this without your mentorship, and I’m so excited to see what this next chapter brings!

Laura, Ms, OTR/L

DRM Wellness

The skills and knowledge I have learned through this program are invaluable. There were things I never even considered that Kara and her team are helping me navigate. Honestly it is the most amazing program and the connections are priceless.

Nina Rea OTR/L, CAPS, ECHM, CNDT

Accessible Home OT PC

Considering joining the Therapy Business Builder Program? Here’s what I’d say: This program is your roadmap to success in starting or growing your therapy business. With step-by-step guidance tailored to the intricacies of our field, you’ll receive the perfect balance of support and autonomy to steer you in the right direction.

Jen Lyons, PT, MHA

Mobility By Design

Starting my own business and setting up the foundations to do things the right way is a lot more work than I expected. TBB has given me structure and helped me focus on the important steps, so I don’t get too overwhelmed. TBB has been awesome at helping me troubleshoot and getting back on track with I hit roadblocks.

Mary Rush, DPT

Empower Stroke Recovery

Worth it. I wish I knew about it when I first started. The work that they have already put in will save you tons of time and headaches. It’s harder to backtrack and re-do things than it is to do it right the first time whether just starting out or scaling.

OT Pediatric

I love how all of you connect with each other and keep us ON TRACK! Thank you for supporting all of our therapy businesses!  You guys have been so helpful to me! 

Nikki Flynn, MS, OTR/L

Home Safe Therapy Solutions LLC

I have been an occupational therapist for 10 years, but have ZERO business or entrepreneurial experience. I knew what I wanted my mobile to be and who I wanted to serve, but no idea how to start a private practice. With the Therapy Business Builder Program, I have my business 90% ready to go in under 2 months. The knowledge and support I’ve gotten in this program is worth way more than the monthly cost.

Amanda Falcone, OTR/L

SpOT On Therapy

If I were talking to a therapist considering private practice, or talking to the ‘me’ of eighteen months ago, I would strongly encourage starting TBB early. The program is well structured to support any therapist at any stage in their early business building.

Ian Chevrier OTR/L

BlueBird Therapy and Wellness

There are so many unknowns when starting your business. TBB has been so helpful properly starting and navigating your journey.

Madison Brummond OTR/L

Living Without Limits

The TBB program is an invaluable tool to guide you through starting and growing your business. It saved me countless hours, headaches and mistakes of doing it on my own.

Tamara Antonino, OTR/L, OTD, CAPS, ECHM

My Comfort Zone Therapy

TBB is awesome! I have learned so much from all the coaches about marketing, Medicare, credentialing, business finances, etc. I can go on and on about all the things that I have learned. They are all necessary to understand in order to have a successful business. I never feel alone because I have various ways to access what coaches need when I need help or just need a question answered. I recommend this program to anyone that is trying to start their own practice. DO NOT try to do it alone!

Courtney

Kinetic Care Therapy

I was very skeptical about signing up with Therapy Business Builder in the beginning, but I am so glad I did and stuck with the program. I would recommend anyone who is considering starting a therapy business to sign up.

Jennifer, MHS,OTR/L

Your Aging Therapist

When considering starting a business, having a business coach and surrounding yourself with like minded people should be at the top of the list. You cannot do this alone and having the support of Kara and the TBB team gives me so much more confidence in having the ability to talk through ideas and decisions that will help the business continue to thrive.

Reach Beyond Therapy

If you have thought about starting your own practice, TBB is the way to go! I’ve saved so much time and money in the long run to get up and going with my business. Kara and her team provide all the important resources and information that normally it would take months and thousands more dollars to obtain. Their guidance has truly saved me and the network that I’ve met so far within TBB has been helpful.

Sarah Bagley OTR/L, CDRS, CAPS

Adapted Life LLC

Just do it. As therapists, we can often over think situations because we are constantly bombarded with the constant focus on compliance and rules and making sure everything is “just right”. When starting a new business venture, there are so many small details that have to be done just right, it can become paralyzing. With TTB, they help navigate those small details and provide you a path to follow so you can get out of your head and actually make progress. Having a group of people surrounding you who are either at your same stage or have made it through is highly encouraging and motivating.

“I have been watching lots of videos and taking tons of actionable steps. The program is proving to be very helpful and giving me the confidence to step out of my comfort zone. I really appreciate all of you!”  OT Pediatric Practice Owner

Keisha Lewis, OTR/L, MS, CDCES

Welldom

The program offers a road map to help you get started. Joining the program when you initial have the thought to start a business will save you money and time.

Get Started

Ready to take the first step toward transforming your therapy practice? Fill out our contact form below to apply for our Therapy Business Builder program. Let’s work together to build a strong foundation or accelerate the growth of your business. We look forward to supporting you on your entrepreneurial journey!

Next Level Therapy Private Practices

Directory

Whether you’re searching for an expert therapist in your area or seeking to join a private practice that truly values you, these practices are committed to delivering care that’s a cut above. Discover a network of therapy businesses that are, quite literally, Next Level!”

Loading...
Author Image

Rooted in Function

Author Image

Therapy Plus LLC

Author Image

AgeWise Mobility, LLC

Author Image

Live to the Max, LLC

Author Image

Just Right at Home

Author Image

Functionality For Life, LLC

Author Image

Ascend Therapy Services

Author Image

Independent Solutions LLC

Author Image

Focus Physical Therapy LLC

Author Image

Hall Way to Independence

Author Image

Adaptify Home Safety Solutions LLC

Author Image

Vitalize Home Therapy PLLC

Author Image

Age In Place

Author Image

Rural Therapy Solutions PLLC

Author Image

Safe Step Therapy and Wellness LLC

Author Image

Little Occupational Therapy Services

Author Image

Glacier Peaks Mobile Physical Therapy

Author Image

Spot On Therapy LLC

Author Image

Functional Home Transformations, LLC

Author Image

Aging With Ability LLC

Author Image

ALLY Therapy and Wellness

Author Image

Kinetic Care Therapy

Author Image

LS Therapy LLC

Author Image

Health In Habit

Author Image

Accessible Home OT PC

Author Image

Living Without Limits

Author Image

Choice Physical Therapy and Wellness LLC

Author Image

Theramove LLC

Author Image

Adapted Life LLC

Author Image

BlueBird Therapy and Wellness

Author Image

Stay Home Safely

Author Image

Home Safe Therapy Solutions

Author Image

Restore Mobile Therapy

Author Image

BEYOND Quality of Life PLLC

Author Image

Mobility By Design

Author Image

Your Aging Therapist

Author Image

Live To Ignite

Author Image

Community & Home Independence Partners LLC

Author Image

DRM Wellness

Author Image

Home Therapy Solutions

Want More Help to Start or Grow Your Business?

We are your go-to resource for helping therapy professionals start and build their own businesses. Whether you are just starting out or have had your business for years and need to move it to the next level, we are here for you. At Next Level, we stand out by working with a dedicated team and collaborating with other industry experts to provide unparalleled support. Let us guide you on your journey to success and help you reach your professional goals.