OCCUPATIONAL THERAPY BUSINESS PLAN

I. Executive Summary

Company Description

Independence Occupational Therapy launches in 2026 as a specialized clinic in the U.S. healthcare sector focused on restoring daily independence. The name reflects our mission: restoring functional independence across the lifespan. We provide pediatric therapy, adult rehabilitation, geriatric services, and hand therapy from a modern, fully equipped facility configured for one-on-one and group sessions. Our model is capacity-driven and data-informed: scheduling, caseload targets, and treatment plans are built to maximize patient access and measurable functional gains.

We deliver care through licensed occupational therapists, standardized outcome tracking, and coordinated care plans with physicians and payers. What sets us apart is operational discipline—tight capacity management, outcome metrics at the clinician level, and client-centered plans tied to return-to-function goals. We target children with developmental needs, adults recovering from injury or surgery, and older adults needing independence support. Short-term goals: open in 2026 and reach steady-state utilization within 12 months. Long-term goals: scale the model to additional locations and embed value-based outcome reporting across services.

Problem

Individuals recovering from surgery and those with chronic or developmental conditions face long rehabilitation waitlists and limited access to focused, functional therapy, which delays return to work, school, and daily routines.

Caregivers lack reliable, timely support for at-home training and safety, and existing services often fail to bridge clinic-based therapy and real-world daily living tasks, leaving patients functionally dependent despite clinical progress.

There is a critical need for accessible, capacity-driven occupational therapy services that reduce wait times, improve daily-living outcomes, and relieve caregiver burden.

Solution

Many patients lose autonomy because outpatient rehabilitation has long waits, fragmented specialty care, and inefficient scheduling. Our clinic closes that gap by delivering comprehensive, multi-specialty occupational therapy under one roof, pairing licensed therapists with capacity-driven scheduling to reduce wait times and speed functional recovery.

Services include detailed functional evaluations, personalized care plans, pediatric developmental support, adult orthopedic rehab, geriatric safety assessments, hand therapy with custom splints, and timely appointments. One-liner: Personalized, evaluation-driven therapy that speeds return to meaningful daily routines.

Mission Statement

Our mission is to empower individuals to overcome functional challenges and re-engage in the activities they love through personalized, data-driven therapeutic care. We restore independence and improve well-being by delivering accessible, high-quality occupational therapy with clinical integrity and focused attention. We commit to operational excellence and to being the community’s leading provider of rehabilitative support for people of all ages.

Key Success Factors

These factors drive operational efficiency, referral flow, clinical quality, and rapid financial recovery.

• Capacity-driven model targeting 60% utilization at launch and scaling to 80% by 2030.
• Therapist recruitment and retention supported by competitive salaries and a $1,000 monthly continuing education fund.
• Diversified services across five specialized therapy areas, reducing reliance on any single patient group.
• Referral network anchored by strong relationships with local physicians and hospital systems.
• Fast financial returns with a two-month breakeven and an 18-month payback period.

Financial Summary

The clinic is projected to be highly profitable, reaching EBITDA $98,000 in 2026 and $3,052,000 by 2030, with breakeven in February 2026 (month 2 after U.S. launch).

Financial requirements: minimum cash position $836,000 (required month: Feb-26); payback period is 18 months; ROE is 6.91%.

Overall outlook: strong margin expansion and positive cash generation support an attractive investment profile.

Funding Requirements

$836,000 funds launch and two months of operations; projected EBITDA grows from $98,000 (2026) to $3,052,000 (2030), IRR is 11%, ROE is 6.91%, breakeven is Feb-2026, and we scale from 7 to 26 therapists with session rates of $100–$200.