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Physician Business · Strategic Ventures

Venture Playbooks

Strategic guides for physician-owned ventures, direct primary care models, healthcare innovation pathways, and building physician expertise into durable business assets.

Playbooks Published
12
↑ 4 added this year
Active Ventures
5
By CWA members
Members Using
19
Across playbook library
Combined ARR (pilot)
$240K
Member ventures tracked

Playbook Library

Playbook Category Version Length Members Using Last Updated
Direct Primary Care — Launch Playbook Practice Models v2.3 58 pages 7 Mar 2025
Building a Clinician-Led AI Product Tech Ventures v1.4 44 pages 6 Feb 2025
Medical Software Development for Physicians Tech Ventures v1.1 36 pages 5 Jan 2025
Physician Financial Independence — Framework Finance v1.6 52 pages 9 Apr 2025
Negotiating Employment Contracts Career v3.0 29 pages 11 Apr 2025
Cash-Pay Practice Models — Revenue Analysis Practice Models v1.2 33 pages 4 Feb 2025
Healthcare Innovation — From Idea to Product Innovation v1.0 41 pages 6 Mar 2025
Medical Consulting — Side Practice Setup Career v1.3 24 pages 5 Jan 2025
Real Estate for Physicians — Getting Started Finance v2.1 38 pages 8 Mar 2025
Building a Physician Brand and Online Presence Marketing v1.0 22 pages 4 Feb 2025
Starting a Medical Education Company Education Business v0.9 31 pages 3 Apr 2025
Protecting Physician Expertise in an AI Era Strategy v1.2 28 pages 7 Apr 2025

Active Member Ventures

Venture Founder Category Stage Playbooks Used Status
Clinicians with Ambitions Platform CQ, MD Education / Software MVP / Launch AI Product, Medical Software, Education Co. Active
Physician DPC Practice — NW Florida TL, MD Direct Primary Care Operational DPC Launch, Cash-Pay Models Active
Spine Analytics SaaS MV, MD Healthcare Tech Early Development AI Product, Medical Software In Dev
Medical Education Consulting Practice JR, DO Consulting / Education Operational Medical Consulting, Physician Brand Active
Clinical AI Workflow Consulting CQ, MD AI Consulting Pilot AI Product, Physician Brand, Consulting Setup Pilot

Strategy Memos

Apr 2025 · Strategy

Protecting Physician Expertise — Playbook v1.2

Updated playbook on physician expertise protection in the AI era. New sections on IP ownership, AI consulting positioning, and building moats around clinical knowledge that AI cannot replicate. Most-requested update from members.

Mar 2025 · Finance

Physician FI Framework — Tax Strategy Addition

Financial independence playbook updated with 2025 tax framework, S-corp structuring for 1099 income, and backdoor Roth guidance for high-income physicians. Reviewed by member CPA and physician-attorney.

Mar 2025 · DPC

DPC Playbook v2.3 — Operational Templates

Added full operational template library: membership agreement, pricing tiers, panel size calculator, EMR selection matrix, and patient communication templates. DPC members report 30% faster onboarding with new toolkit.

Feb 2025 · New

Medical Education Company Playbook — Draft

New playbook on starting a physician-led medical education company. Covers platform options, accreditation pathways, CME credit structuring, and monetization models. Currently v0.9 — member review requested before v1.0.

Action Items

  • Urgent Finalize Medical Education Company playbook to v1.0 — need 2 member reviewers by May 15
  • Pending Commission new playbook: Academic Medicine vs. Private Practice Decision Framework
  • Pending Track Spine Analytics SaaS progress — schedule monthly check-in with MV
  • Pending Add legal review checklist to all contract-related playbooks
  • Pending Expand venture tracking to include revenue/milestone data for all 5 active ventures
  • Done Update Physician FI playbook with 2025 tax guidance — Mar 2025
  • Done Launch DPC operational template library in v2.3 — Mar 2025