Description
Starting a private practice can feel overwhelming when you don’t know what you’ll actually need to spend—or how much income you’ll need to generate to make the practice sustainable.
The Private Practice Startup Budget & Break-Even Planner helps you turn those unknowns into a clearer financial picture.
Track your anticipated one-time startup expenses, ongoing monthly overhead, and actual costs as your practice develops. Then use the built-in break-even calculator to estimate how many sessions you need to cover your expenses and reach different monthly income goals.
What’s included:
Startup Cost Planner
- Business entity formation
- Business banking
- Liability insurance
- EHR setup
- Website and domain
- Office furniture and equipment
- Branding and marketing
- Credentialing
- Initial business expenses
- Miscellaneous startup buffer
Monthly Overhead Tracker
- Office rent
- EHR
- Telehealth
- Business phone
- Internet
- Insurance
- Marketing
- Supervision/consultation
- Continuing education
- Accounting/bookkeeping
- Miscellaneous expenses
Break-Even Calculator
- Average session rate
- Monthly overhead
- Sessions needed to break even
- Sessions needed to reach $5,000 take-home
- Sessions needed to reach $7,000 take-home
- Sessions needed to reach $10,000 take-home
You can enter estimated costs while planning your practice and update them with your actual costs once your business is up and running.
Perfect for:
- Therapists considering private practice
- New private practice owners
- Clinicians transitioning from agency/group practice
- Therapists creating a startup budget
- Clinicians determining sustainable rates
- Practice owners evaluating monthly overhead
Instead of guessing whether private practice is financially realistic, use the numbers to build a clearer plan.
Digital product: Excel spreadsheet download. No physical product will be shipped.
This resource is intended for business planning and educational purposes and is not financial, tax, legal, or accounting advice.
