Readiness and Model Check

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.

Sources

1. Concierge Medicine Today. Annual Industry Report, panel-size and retention observations, 2024 and 2025 editions. First-party.
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.