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Readiness and Model Check | Concierge Medicine Today
Concierge Medicine Today
Learn, Build, Lead: Step 2 of 5

Readiness and Model Check

Is this right for me? Look honestly at whether you are ready for a membership-based practice, and which model fits your life and your numbers.

“You didn’t become a doctor to just survive it. You became one because of a calling. CMF exists to help you build a practice, and a life, you’re in it for. For the patients. For the joy.”Michael Tetreault, Editor-in-Chief, Concierge Medicine Today. Welcome to the 2026 Concierge Medicine Forum.

You are not behind. You are deciding something that deserves time, honest questions, and good advisors, not hurry.

What you will walk away with

  • Your readiness phase, Learn, Plan, or Launch, across mindset, business, and marketing
  • Directional ranges for panel size, fees, and overhead across common practice models
  • The two regulatory lanes that shape which models are open to you
  • A clear next step for the phase you are in

Before you start

This tool is for reflection and education. It does not tell you whether you should make this change, and it is not legal, financial, tax, or medical advice. Figures are directional ranges from published benchmarks, not projections for your practice. Nothing you enter leaves your browser. Read the full disclaimers, methodology, and sources.

Part 1: Your readiness

Twenty statements, about five minutes. Answer for where you are today.

0 of 20 answered

Part 2: Your model

These inputs shape the model ranges in your results.

Methodology, limitations, and sources

How it works

  1. Readiness. Each “Yes” counts one point. “Not yet” and “Unsure” count zero. 0 to 5 points is the Learn phase, 6 to 10 is Plan, and 11 to 20 is Launch. The statements and thresholds are CMT editorial judgment, not a validated instrument.
  2. Model ranges. Panel, fee, overhead, and recurring-revenue ranges come from the published benchmarks below. Fees are adjusted directionally for market (major metro 1.15x, rural 0.82x) and role. Illustrative revenue multiplies the midpoint fee by your panel, held within each model’s typical range.
  3. Closest fit is based on panel size alone and does not account for your goals, patients, or market.
  4. Your insurance preference marks which models are generally compatible with that lane. It is a summary, not a legal determination.

Limitations

  • Ranges are directional, cross-market figures. Actual results vary widely by specialty, geography, payer mix, demand, and execution.
  • Scope of practice for NPs and PAs, and the role of RNs, vary by state and are changing. Verify with your state board.
  • Some benchmark sources below are industry or first-party publications rather than peer-reviewed research.

Quality checks

Before launch, CMT ran automated tests on this tool with scripted and randomized answers to confirm that every result can be reached and that calculations work as described. Testing confirmed that all three readiness phases can be reached and that each model and insurance lane displays correctly. These are software quality checks, not scientific validation. They confirm the tool works as designed; they do not show that its results are accurate for any individual practice.

Physician quotes

Quotes come from physicians’ on-the-record interviews with CMT and their own public articles, collected by CMT over nearly two decades and published at conciergemedicinetoday.net/quotes. Physicians are identified by initial and location, as originally published, and minor trims are marked with ellipses. Before publication, CMT searched for each quote in outside publications and excluded any found there; that search cannot be exhaustive. Quotes describing outcomes were excluded. Each quote reflects one physician’s experience, not typical results, and is not an endorsement of any practice model.

Sources

  1. Concierge Medicine Today. Annual Industry Report, panel-size and retention observations, 2024 and 2025 editions. First-party, not peer reviewed or independently reviewed.
  2. Macbach. 2026 Concierge Medicine Benchmark Report: retainer bands, overhead, and recurring-revenue share by tier. Proprietary benchmark data from a healthcare marketing agency’s own client engagements across a multi-state roster, not an independent industry-wide survey. Note: Macbach publishes an open-ended “$15,000+ per year” floor for ultra-premium concierge and treats performance medicine ($48,000+ per year) as a separate category. The $45,000 ceiling shown for bespoke concierge is CMT’s own editorial boundary, set below that category, not a Macbach figure.
  3. American Academy of Family Physicians. Traditional primary care panel-size benchmarks, 2023. Grand View Research, concierge medicine market sizing, 2023 to 2024.
  4. American Medical Association. “Pondering direct primary care? 10 potential benefits and drawbacks.” On patient acquisition and early-income drawbacks of the individual cash-pay pathway.
  5. SHRM. 2024 Employee Benefits Survey: self-insured employer adoption of direct primary care. Assurance Healthcare: typical employer-sponsored DPC membership rate range.
  6. Internal Revenue Service. Notice 2026-05, guidance on HSA provisions of the One, Big, Beautiful Bill Act, issued December 2025. https://www.irs.gov/pub/irs-drop/n-26-05.pdf
  7. Burr & Forman LLP. Medicare membership-fee and civil monetary penalty guidance for concierge practices. Congressman Henry Waxman and HHS Secretary Tommy Thompson correspondence, March 2002, via the Tommy G. Thompson Collection, Marquette University Archives, republished by CMT.
  8. Concierge Medicine Today. Legal Commentary, featuring James Eischen (Eischen Law Office) and Jonna D. Eimer (Roetzel & Andress). https://conciergemedicinetoday.net/legal-commentary
  9. Miller D. Building a StoryBrand: Clarify Your Message So Customers Will Listen. HarperCollins Leadership, 2017.
  10. Shanafelt TD, West CP, Sloan JA, et al. “Career fit and burnout among academic faculty.” Archives of Internal Medicine, May 25, 2009;169(10):990–995. https://pubmed.ncbi.nlm.nih.gov/19468093/
  11. Martell D. Buy Back Your Time: Get Unstuck, Reclaim Your Freedom, and Build Your Empire. Portfolio/Penguin, January 2023. https://www.buybackyourtime.com/; and Plannerster, “Buy Back Your Time Summary,” April 2026. Summary
  12. Concierge Medicine Today, LLC. The Doctor’s Expanded Guide to Concierge Medicine. Hardcover edition, 2022 (editions 2019 to 2022). Includes CMT polls and physician-search data from 2010 to 2019, described by the publisher as not scientific.
  13. Tetreault M. Marketing Your Brand of Membership Medicine. Concierge Medicine Today, LLC, 2025.

Sources reviewed September 2026. Third-party sources are cited for attribution only and do not imply endorsement of or affiliation with CMT.

This tool is provided for general informational and educational purposes only. It does not constitute medical, legal, financial, tax, or accounting advice, and no professional relationship is formed by using it. Figures are directional estimates from published benchmarks and are not a projection, guarantee, or forecast for any practice. Concierge Medicine Today, LLC makes no warranty as to their accuracy and disclaims liability for decisions made in reliance on this tool. Before any business, financial, tax, legal, or practice-transition decision, consult a licensed accountant, a healthcare attorney, and a qualified practice advisor. Designed around U.S. practice models.

Important legal information. This tool is provided by Concierge Medicine Today, LLC for general educational and informational purposes only. It is not medical, legal, financial, tax, accounting, or other professional advice, and using it does not create a professional or advisory relationship. It is not a substitute for advice from a qualified physician, attorney, accountant, financial advisor, or other licensed professional. It is a self-assessment based only on what you enter. Results are directional estimates, not measurements, predictions, guarantees, valuations, or appraisals, and should not be the sole basis for any business, financial, legal, employment, or clinical decision. It is not intended to screen, select, or exclude any patient; follow applicable nondiscrimination laws, payer contracts, state regulations, and professional ethical guidance. Enter aggregate information only, and never enter patient names or protected health information. Your answers are processed in your browser; this tool does not send them to or store them with CMT. The page loads fonts from Google Fonts, which receives standard web request data. The tool is provided as is, without warranties of any kind, express or implied, including accuracy, completeness, or fitness for a particular purpose. To the fullest extent permitted by law, Concierge Medicine Today, LLC and its owners, employees, and affiliates disclaim liability for any loss or damage arising from use of, or reliance on, this tool, including any action taken or not taken based on its results. Third-party authors, organizations, and sources are cited for attribution only; they have not reviewed or endorsed this tool, and CMT is not affiliated with them. Always consult a qualified healthcare attorney, CPA, financial advisor, or other licensed professional in your state before acting. Use is governed by CMT’s Terms of Use and Privacy Policy and, to the extent applicable, the laws of the State of Georgia.

© 2026 All rights reserved. Concierge Medicine Today, LLC.