We have put together a variety of resources, articles, and links for orthodontists considering the future of his/her orthodontic practice and career. You'll find a wealth of topics including, but not limited to - practice valuation, orthodontic transition, change of practice ownership, orthodontic employment, adding an associate doctor, and more.
Some of the articles on this page may appear dated; however, they contain relevant content regarding orthodontic practice valuations and transitions. Many of these articles were originally published in past editions of the Bentson Copple reSource, a subscription-based, orthodontic quarterly newsletter, written solely for the orthodontic industry. For the latest news and information, activate your access to the Bentson Copple reSource on the new qlark.com platform.
The President signed the Coronavirus Aid, Relief, and Economic Security Act – or the “CARES Act” on March 27th, 2020. The CARES Act is the largest stimulus package in the nation’s history, totaling approximately $2.3 trillion to assist individuals and businesses in the U.S. Our team at Bentson Copple & Associates has been reviewing drafts of the Act while it was being presented in the Senate and has continued to review it after the bill was signed into law this past Friday. This is a summary of the sections that are of most importance to our clients and their teams, followed by FAQs related to the CARES Act and FAQs related to Practice Valuations and Transitions.
A bill to provide emergency assistance and health care response for individuals, families, and businesses affected by the 2020 Coronavirus pandemic.
Licensure is a multifaceted system and can take time to fully understand. This summary is only the start and we strongly recommend you review the licensure laws and regulations from the individual state board websites for real-time information about which examinations are accepted in the state(s) where licensure is sought.
The five clinical testing agencies are listed, including 1) states that are members of the regional clinical testing agencies and thereby accept that agency's examination results for licensure application; and 2) other non-member states that may also accept the results of that examination for licensure. Note: many states are members of multiple clinical testing agencies. Further, a number of states accept results of more than one clinical examination for licensure application.
Council of Interstate Testing Agencies (CITA) - www.citaexam.com
Member States/Territories: Alabama, Kentucky, Louisiana, North Carolina, Puerto Rico and West Virginia
The following states may also accept CITA examination results: Colorado, Illinois, Kansas, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nebraska, North Dakota, Oregon, Texas, Vermont, Virginia and Washington.
Central Regional Dental Testing Services, Inc. (CRDTS) - www.crdts.org
Member States:Alabama, Colorado, Georgia, Hawaii, Illinois, Iowa, Kansas, Kentucky, Minnesota, Missouri, Nebraska, New Mexico, North Dakota, South Carolina, South Dakota, Washington, West Virginia, Wisconsin and Wyoming.
The following states may also accept CRDTS examination results: Alabama, Arizona, Connecticut, Idaho, Indiana, Kentucky, Maine, Massachusetts, Montana, New Hampshire, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia and Vermont.
Northeast Regional Board of Dental Examiners (NERB)
American Board of Dental Examiners Dental Examination (ADEX)
(States that accept the ADEX examination also accept the NERB examination results.) - www.nerb.org
Member States: Connecticut, District of Columbia, Hawaii, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New Mexico, Ohio, Oregon, Pennsylvania, Rhode Island, Vermont, West Virginia and Wisconsin.
The following states may also accept NERB/ADEX examination results: Alabama, Arkansas, Colorado, Florida, Idaho, Kansas, Kentucky, Louisiana, Minnesota, Missouri, Montana, Nebraska, New Mexico, North Carolina, North Dakota, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virginia, Washington and Wyoming.
Southern Regional Testing Agency, Inc. (SRTA) - www.srta.org
Member States: Arkansas, Kentucky, South Carolina, Tennessee, Virginia and West Virginia.
The following states may also accept SRTA examination results: Alabama, Colorado, Connecticut, Hawaii, Illinois, Indiana, Kansas, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Mexico, Ohio, Oregon, Texas, Utah, Vermont, Washington, Wisconsin and Wyoming.
Western Regional Examining Board (WREB) - www.wreb.org
Member States: Alaska, Arizona, California, Idaho, Illinois, Kansas, Missouri, Montana, New Mexico, North Dakota, Oklahoma, Oregon, Texas, Utah, Washington, Wyoming and West Virginia (Affiliate member).
The following states may also accept WREB examination results: Alabama, Colorado, Connecticut, Indiana, Kentucky, Massachusetts, Minnesota, Nebraska, Nevada, Ohio, Oklahoma, South Dakota, Tennessee, Vermont, Virginia and Wisconsin.
Independent States that Administer Clinical Licensing Examinations
Delaware conducts its own practical clinical examination and requires other post graduate education or practice experience as defined by the Board.
New York requires a doctoral degree in dentistry, plus completion of a clinically-based postdoctoral general practice or specialty dental residency program, of at least one year's duration, in a hospital or dental facility.
The U.S. Virgin Islands conducts its own clinical examination twice a year. Contact: [email protected]
©American Dental Association, July 2013
Jill Allen is a national orthodontic consultant with a passion for helping doctors bring their practice dreams to fruition. Jill and her team specialize in start-up practices and training doctors and team members who have been in business for eight years or less, or eight years to retirement. Her goal is to give each team tools to increase growth and streamline their processes. Jill's proven management solutions produce positive results in case acceptance and production, creating strong, successful practices for the years to come.
Andrea Cook is a clinical orthodontic specialist with over 25 years of clinical chairside and management experience. Since effectively training clinical team members is a critical portion to the advancement of clinical productivity and profitability, Andrea works with orthodontic offices across the country to increase their efficiency, decrease emergencies, implement indirect bonding and improve communication.
The American Association of Orthodontists is dedicated to ethically advancing the art and science of orthodontics and dentofacial orthopedics, improving the health of the public by promoting quality orthodontic care, and supporting the successful practice of orthodontics.
Byrne Consulting is an international practice management consulting firm dedicated to developing the human and business side of orthodontic practices. Tina Byrne's well-founded proficiencies in clinical, business and administrative functions within the orthodontic practice are derived from more than 30 years of working and consulting in the field of orthodontics.
Debbie Best is dedicated to the success of orthodontic practices by developing and implementing customized systems to enable them to reach their full potential. She analyzes office culture, staffing needs, and the office computer systems to develop a strategic plan for practice productivity. Debbie designs custom scheduled, personalized job descriptions, and a personnel manual to fit each practice’s needs.
Doctor Demographics is a firm specializing in marketing research and demographic profiling for professional dental practices and small businesses. Scott McDonald and his company offer a large number of reports and products to help medical and dental practices alike understand their customer base.
Gaidge is an easy-to-use analysis framework that simplifies the process of collecting data and producing meaningful practice information. A successful orthodontic practice requires managing the clinical and the business components efficiently and profitably. Gaidge provides accurate and strategic information in a timely manner, allowing you to monitor practice performance, spot trends, and make decisions about celebrating success or addressing areas that may need attention.
Hummingbird Associates helps clients strengthen the ties between sound business practices, information technology and clinical orthodontics. They additionally design and implement strategic systems to propel a practice to reach financial goals and improve profitability as they work diligently to help these same practices manage change, develop marketing plans, decrease stress and create professional development programs to enhance staff longevity.
Impact360 offers a full circle of services to lead practices to optimize performance and efficiency with technology that stands up to the rigorous needs of a multifaceted orthodontic practice. The company leverages a distinctive combination of industry expertise, technical depth and differentiated services to deliver the benefits of world-class management consulting to orthodontic practices. Impact360 can assist in designing, deploying and maintaining the optimal workplace so you can focus on delivering the highest level of patient care.
Joan Garbo is dedicated to supporting executives, professionals and business owners in creating work environments that are nurturing, productive, and prosperous to management, employees and clients alike. Joan specializes in consulting and training doctors and their employees in effective communication skills, team-building, executive coaching and how these impact customer service.
Matlack/Van Every Design, Inc. is the industry leader in orthodontic and dental office design offering start to finish design services with an emphasis on optimization and innovation, expert project management and outstanding customer service.
Mari's List® delivers the best value for products your orthodontic or dental practice uses every day. Members of Mari's List® receive large group pricing and savings and can shop for the best products without being confined to one company.
OrthoBanc provides complete account management for orthodontists across the United States. OrthoBanc manages orthodontic payment plans by drafting the monthly payments from the responsible party’s checking account or credit card. The company also handles all follow-up related to that payment. OrthoBanc simplifies the monthly payment process, making sure you receive payments on time each month while freeing your staff’s time to focus on providing excellent orthodontic care.
Orthopreneur™ combines “big business” expertise with personalized service to guide orthodontists through the Internet marketing jungle. Orthopreneur™ specializes in responsive WordPress websites, SEO, local maps marketing and branding of your practice online.
Peniche & Associates is a leading orthodontic consulting firm specializing in case acceptance, the new patient process, treatment coordinating, marketing and practice management. They have developed a proprietary and extraordinary case acceptance system that is patient-centered and produces amazing results.
PracticeGenius is an emerging software-as-a-service provider specializing in customer engagement applications principally through reward, social, gamification and contest media technologies. Patient Rewards Hub™ is their industry leading an engagement marketing suite featuring rewards, kids clubs, social media, mobile patient apps and contest engagement programs all rolled into one simple and easy to use cloud application.
Char Eash is the founder and CEO of Profit Marketing Systems South, Inc., a Specialty Communication Enhancement firm that specializes in the development of systems for the progressive practice. PMSS strives to create a positive platform for each team member to be accountable in his/her job design and to communicate to the patient, team, and community at the highest level. Through the company’s programs, emphasis is placed on cultivating the talent within the team and communicating the vision of the practice to create profitability and growth.
Charlene White is an Orthodontic Consultant with over 25 years of experience in the orthodontic management field. Her company, Progressive Concepts Inc., specializes in orthodontic consulting services, orthodontic practice management workshops, orthodontic group seminars and orthodontic training products.
Rosemary Bray is an orthodontic office trainer and consultant specializing in new patient exams/TC training, internal and external marketing, outstanding customer service, communications skills and team relationships. She has spent more than 30 years employed in the dental profession, with experience in general dentistry, periodontics and orthodontics.
VisionTrust Communications is a full service marketing and communications company. They focus on using your practice’s unique story as a foundation for a strategy that will maximize your return on your investment, through the use of various media, including video, web and social media.
Zuelke & Associates, Inc. deals with lending and corporate finance. The company, combined with 25+ years of consulting experience with over 700 client practices located throughout the United States, Canada, and Australia, is a leading authority in using effective credit granting and credit management to build a quality health care practice.
The American Association of Orthodontists Practice Opportunities & Careers is a web-based, self-listing program which allows registered providers and seekers to post their information in a secure way. This is a free online, confidential service for AAO members - seekers and providers wishing to hire an Associate, bring in a Partner, sell or transition their practices. This service is free of charge to all active AAO members.
Doctors and younger doctors wishing to purchase a practice, find a full-time or part-time associateship or partnership can feel confident in knowing that the AAO's Practice Opportunities & Careers service is complimentary, convenient and confidential. Seekers may view available listings and contact a provider anonymously. Only the information seekers choose to share is revealed.
After investigating several transition companies, I chose Bentson Copple & Associates because I felt that they would find the right person to care for my patients and staff after I retired. My instincts were correct; Chris was more interested in finding the best match for my office rather than just selling the practice. I’m very pleased with the candidate he found!
-Lawrence B. Evans, D.D.S., M.S