A clear, structured path for one of the most important operational transitions your practice will make.
Across the country, group practice owners are navigating increased scrutiny around worker classification, changing labor expectations, and a shifting regulatory landscape. Many are proactively choosing a W-2 model to create stability, sustainability, and long-term support for their clinical teams.
The transition can feel complex when approached alone. The W-2 Conversion Leadership Toolkit brings together every component needed to lead this shift with clarity, grounded leadership, and a well-defined roadmap.
This toolkit reflects the same frameworks, templates, communication strategies, and financial modeling tools I use when supporting practices across the United States. It is designed for owners who want structure, sustainability, and a smoother change process for both themselves and their clinicians.
What’s Included
Comprehensive Leadership Presentation
A full slide deck covering the four phases of transition, including leadership mindset, culture integration, compensation structure, financial modeling, communication planning, and onboarding.
50+ Page Participant Workbook
A fully structured guide containing worksheets, templates, timelines, scripts, checklists, and implementation frameworks organized in logical sequence.
Six Integrated Guides
Strategic Rationale
Change Leadership Roadmap
Clinician Messaging Packet
Communication Playbook
MVV Alignment Map
90-Day Transition Plan
Administrative Templates and Tools
Employment Agreement
Offer Letter
Clinical Handbook
Job Description
Job Posting
Job Application
Onboarding Checklists
Total Rewards Summary
Wage Modeling Tool (Excel)
Recurring Expense Budget Tool
W-2 Transition Checklist (Excel)
Step-by-Step Implementation Pathways
Clear 30-, 60-, and 90-day timelines to support your rollout.
Who This Toolkit Supports
This toolkit is intended for group practice owners who:
Want to proactively meet regulatory and compliance expectations
Are transitioning from a contractor model to a W-2 structure
Want clarity, confidence, and a step-by-step plan for the shift
Want to communicate transparently and compassionately with clinicians
Want to build a sustainable compensation and benefits model
Prefer ready-to-use templates, frameworks, and workflows
Want a culture- and values-aligned approach to organizational change
Whether you are preparing for this transition or already in the process, these resources provide the structure and support you need to move forward effectively.
