Behavioral Wealth & Finance

Business Coaching & Sell-Side Advisory for ABA Practice Owners.

Running an ABA practice means balancing clinical responsibilities with the demands of ownership. BWF provides practical coaching and consulting to help ABA owners strengthen operations, navigate growth, and prepare for a potential business exit, grounded in behavioral science and firsthand ownership experience.

Business Guidance Built for ABA Practice Owners.

ABA ownership comes with operational challenges that generic business advice can miss.

ABA practice owners deal with:

  • Insurance reimbursement delays

  • High payroll relative to revenue

  • Rapid hiring and scaling challenges

  • Owner income that fluctuates year to year

  • Burnout from being both clinician and CEO

We help owners work through these challenges with clear operational priorities, practical systems, and support for growth and exit readiness.

Business Coaching & Exit Preparation for ABA Owners.

We work with ABA practice owners at every stage — from newly independent BCBAs to multi-location clinics.

🔹 Owner Coaching & Business Priorities

Work through the decisions that come with ownership, clarify your business priorities, and build a practical plan for following through.

🔹 Operational Systems & Capacity Planning.

Identify operational bottlenecks, plan staffing and service capacity, and build repeatable systems that support your next stage of growth.

🔹 Cash Flow & Profit Optimization

If payroll stress keeps you up at night, you’re not alone.

We help ABA owners:

  • Smooth cash flow volatility

  • Plan for hiring

  • Build financial buffers without stagnating growth

🔹 Leadership & Team Development

Strengthen delegation, clarify team responsibilities, and build leadership routines that support day-to-day operations as your practice grows.

🔹 Exit Readiness & Business Preparation.

Considering a future sale? We help you assess operational readiness, identify gaps, and prioritize improvements that prepare your ABA business for a potential transition.

For ABA Practice Owners Preparing to Scale or Exit

Built on Behavioral Science & Business Experience.

Business decisions aren’t just about numbers. We help ABA owners recognize decision-making patterns, clarify priorities, and build practical habits for following through, especially when growth, competing demands, or burnout make decisions harder.

Who We Work With

  • ABA practice owners

  • BCBA business owners

  • Behavioral health entrepreneurs

  • Multi-location ABA clinics

  • Growth-stage and exit-focused owners

If you’re running a real business — not just seeing clients — this is for you.

Testimonials

Hear from clients we've helped.

I found Brett through an article about the collaboration between mental health and behavior analysis — how both disciplines can come together to serve individuals. I reached out personally, and he was immediately willing to get on a call and walk me through ideas on starting a business and making the leap from employee to entrepreneur. We talked through how I could build a service that adds real value to the community, and he was honest that entrepreneurship is a continual grind. Being able to talk with someone who has actually built something — a successful team, a culture that bought into a mission — was incredibly helpful. I took the risk. I’ve never looked back. Thanks to Brett’s guidance, Crimson is where it is today.

Ryan

ABA Business Owner | Utah

Brett’s guidance was critical to me opening my own practice. He was with me every step of the way. I had always wanted to go out on my own, but the process felt daunting — like there were too many moving parts to manage alone. Having a subject matter expert in my corner removed so much of that stress and made what felt overwhelming actually feel manageable. For anyone thinking about owning their own practice in this industry, I would absolutely recommend Brett. His knowledge of ABA and the business side is unmatched, and the level of support he provides is unlike anything I’ve experienced.

Audrey

ABA Practice Owner | Nevada

I’ve built and scaled businesses across multiple industries, so I know what good counsel looks like — and Brett is the real deal. What I needed wasn’t a generalist business coach. I needed someone with deep insider knowledge of the ABA space, and Brett brought exactly that. He helped me understand the landscape, navigate how ABA businesses are valued and operated, and think through strategy at a level that only someone who has actually built and exited in this industry can provide. If you’re a seasoned operator looking to move into or scale within behavioral health, Brett is the person you want in your corner.

Kris

Exited ABA Founder | California

I started working with Brett from day one — before I had a single clinic, a single employee, or a single contract. He helped me build the entire strategy: from business structure and payor credentialing to clinical operations and growth planning. What sets Brett apart is that he’s been in the trenches and actually done what he’s advising. He didn’t just give me a framework — he helped me think through every decision as a true partner. Today I run multiple sites across Maryland and Pennsylvania, and I genuinely don’t think I would have gotten here without his guidance early on. If you’re starting an ABA business, start with Brett.

Sim

Multi-Site ABA Owner | Maryland

Our FAQ

Frequently asked questions.

Fresh thinking and real-world tools to help you scale smarter, faster, and with more clarity.

What makes Behavioral Wealth & Finance™ different from other business consultants?

We combine firsthand ABA ownership experience with behavioral science to help owners strengthen operations, navigate growth, and prepare for a potential exit.

We work with ABA business owners and founders who want support strengthening operations, navigating growth, or preparing for a potential business exit.

We provide regular check-ins, accountability, and practical guidance to help you work through business challenges, follow through on agreed priorities, and make confident operational decisions.

Yes. We help ABA owners assess exit readiness, identify operational gaps, and prepare their business for a potential sale.

Each business is different. Our work focuses on clearer priorities, stronger operating systems, and more informed business decisions, with goals tailored to your stage and challenges.

Our FAQ

Ready to Strategize your next move?

Let’s talk about your next milestone—and how to reach it