a quarterly publication for successful orthodontists previously ...bentsoncopple/uploads... ·...

Previously Featured Articles & ContributorsA Quarterly Publication For Successful Orthodontists

A Quarterly Publication For Successful Orthodontists

To begin your subscription to the Bentson Clark reSource, call 1-800-621-4664 or visit www.bentsonclark.com.

Volume I, Issue I

• What’s My Practice WorthBy: Chris Bentson

• Where Are Residents MovingBy: Laura Bennett

• Guess Who’s Coming to the Shareholders MeetingBy: Daniel Sroka, Esq.

• Asset Versus Stock Sale – Part 1By: Doug Copple, AVA

• Open the Gate to Increased Efficiency and ProfitabilityBy: Mary Beth Kirkpatrick

Volume I, Issue II • Protecting Your Family

By: Chris Bentson

• Market Your Practice for a Successful SaleBy: Laura Bennett

• From Starting to Selling a PracticeBy: J. Dane Kovach, DDS, MS

• Asset Versus Stock Sale – Part 2By: Doug Copple

• Create Change Within a Mature PracticeBy: Char Eash

Volume I, Issue III • Intangible Valuation Drivers – Part 1

By: Chris Bentson

• Rewarding Professional Practice ReferralsBy: Laura Bennett

• What is a Practice ValuationBy: Laura Bennett

• Typical Legal Documents Necessary for Practice TransitionBy: Doug Copple

• Hiring Employees with the Right FitBy: Debbie Best



Volume I, Issue IV • Intangible Valuation Drivers – Part 2

By: Chris Bentson

• Involve Your Patients in the Holiday FestivitiesBy: Laura Bennett

• Acquiring an Existing Practice Versus Starting a New PracticeBy: Doug Copple

• Questions to Ask Yourself if You Want to Rejuvenate Your PracticeBy: Charlene White

• Residents Surveyed on Future PlansBy: Laura Bennett

Volume II, Issue I • Taking a Glimpse at the Valuations of 2006

By: Chris Bentson

• Specialized Business Disability Insurance Policies in Buy/SellAgreementsBy: D. Wayne Ford, ChFC, CLU, CLTC, CSA

• Great American Flu Shot PartyBy: Laura Bennett

• Helping You See the Big Picture Through Financial PlanningBy: Jason Adams

Volume II, Issue II • Residents’ Most Commonly Asked Questions

By: Chris Bentson & Doug Copple

• Captivate Your Patients with On-Hold MessagesBy: Laura Bennett

• Risk Tolerance for Savvy InvestorsBy: Thomas E. Cartee, Jr.

• How Do You CompareBy: Paul Zuelke

Volume II, Issue III • Current Trends in Orthodontics

By: Chris Bentson

• Asset Allocations and Tax Implications in Purchase TransactionsBy: Doug Copple

• The News on NewslettersBy: Laura Bennett

• Asset Allocations for Savvy InvestorsBy: Thomas E. Cartee, Jr.



Volume II, Issue IV • Where Have All the New Patients Gone

By: Chris Bentson

• Financial Challenges in the Orthodontic Practice By: Bill Holt

• Residents Look Toward the Future By: Laura Bennett

• Something New: Privacy Sign-In Sheets By: Chris Bentson

• Staying Fulfilled – Staying Home By: Rosemary Bray

Volume III, Issue I

• Taking a Glimpse at the Valuations of 2007 By: Chris Bentson

• Energy Saving Tips for Your Practice By: Laura Bennett

• Establishing an Aggressive Marketing Vision By: Nancy Hyman

• What is OrthoSynetics? An Interview with Chris Roussos

Volume III, Issue II

• Breaking Down Your Practice Overhead By: Chris Bentson,

• Resident Debt Concerns By: Laura Overcash

• Set Yourself Up for Success with Solid Financial Arrangements By: Debbie Best

• Confucius on Marketing By: Gary Smith

Volume III, Issue III

• Practice Overhead: Staff & Supply Expense By: Chris Bentson

• Don't Fall Short: Planning Ahead to Achieve Success By: LeeAnn Peniche

• Office Design in the Current Economic Environment By: Joyce Matlack, A.S.I.D.

• Investment Philosophy of David Swensen By: Tom E. Cartee, Jr.



• The Trend of Electronic Newsletters By: Laura Overcash

Volume III, Issue IV

• Practice Overhead: Management & Occupancy Expense By: Chris Bentson

• Developing a Leadership Team for a Profitable Practice By: Char Eash

• Personality Types Within the Orthodontic Practice By: Laura Overcash

• Buffett’s Big Bet By: Tom E. Cartee, Jr.

Volume IV, Issue I

• Taking a Glimpse at the Valuations of 2008 By: Chris Bentson

• Technology Trends: Patient Communication By: Allison White

• Getting In Line with Align By: Chris Bentson

Volume IV, Issue II

• US Orthodontic Market Industry Trends By: Chris Bentson

• Capital Preservation & Wealth Accumulation with Bonds By: Tom E. Cartee, Jr.

• Brief Glimpse into Annual Resident Survey Results By: Laura Overcash

• A New Tool in Patient Care Management An Interview with Paul Zuelke

• Get Organized in a Slow Economy By: Mary Beth Kirkpatrick

• Sign on the Dotted Line By: Laurance Jerrold, DDS, JD

Volume IV, Issue III • It’s Windy at the Top

By: Chris Bentson

• Do You Need an Office Manager By: Charlene White

• 2009 Annual Resident Survey Results By: Laura Overcash



• Overview of Orthodontic Residents and Tuition Costs By: Chris Bentson

• Sterilization Protocol with Temporary Anchorage Devices By: Andrea Cook

Volume IV, Issue IV

• Population Forecast Impacts Orthodontists By: Chris Bentson

• Maximizing Case Acceptance with a Creative Twist By: Nancy Hyman

• Credit Crisis Prompts Expansion of Office Payment Plans By: Casey O’Keefe

• The Impact of Fees on Investment Performance By: Gregory Smith and Brian May

• Training an Expert Staff By: Chad Greer

• 2009 GORP Questionnaire Results By: Laura Overcash

• The Wooden Nickel Goes High Tech By: Brenda Ashwell & Tina Durfey

Volume V, Issue I • Taking a Glimpse at the Valuations of 2009

By: Chris Bentson

• Let it “Be”: A Guide to Becoming Your Best Practice Ever By: LeeAnn Peniche

• Council on Orthodontic Practice An Interview with Charles K. Wear, D.D.S.

• OrthoBanc’s New Venture An Interview with Bill Holt & Marla Merritt

• Book Review: Economic Optimism By: Thomas E. Cartee, Jr.

• Tips for Better Search Engine Rankings By: Ali Husayni

Volume V, Issue II

• Essential Transition Closing Checklist By: Doug Copple

• Orthodontic Staff Compensation By: Chris Bentson



• Brand Leverage Your Practice By: David Phillips

• Converting Shoppers into Patients: A Prescription For Success By: Nancy Hyman

• Roth IRA Conversion By: Kenneth Bridges

Volume V, Issue III • Practice Valuation: Why? Who? How?

By: Chris Bentson

• Is it Time for Scheduled Maintenance on Your Accounts Receivables? By: Jackie Shoemaker

• Give a Life-Changing Gift: Provide Pro Bono Care to Underprivileged Youth By: Dr. David Carter, DMD

• Success is in the Details By: Sue Hanen

• Learning Management Systems – Is it a Fit for My Practice By: Chad Greer

• Oral Communications: Growing Your Practice With Marketing & Word of Mouth By: 4imprint

Volume V, Issue IV • 2010 Annual Resident Survey

By: Laura Overcash

• Is it Time for Scheduled Maintenance on Your Accounts Receivables? – Part 2 By: Jackie Shoemaker

• Why Travel? By: Ricky Shore

• Scripting Professional Referral Points for Maximum Impact By: Nancy Hyman

• Sterilization Process for Today’s Orthodontic Office By: Andrea Cook

• Time for a Retirement Plan Checkup By: Tom E. Cartee, Jr.

Volume VI, Issue I

• Looking Back at the Practice Valuations of 2010 By: Chris Bentson & Doug Copple



• Designing Your Clinic: Understanding the Design Process By: Kate Wade Bauer

• Reflecting on the Decade By: Chris Bentson

• iStarts for 2011: The New Patient Exam Process By: Dr. Mark Coreil & Dr. Catherine Schwab

• How Do You Put a Value on Relationships By: Bonnie Hixon

Volume VI, Issue II • New Orthodontic Technology Innovations

By: Chris Bentson

• New Face in Cloud Computing An Interview with Ken Swinney, President Cloud9Ortho

• It’s New To Me: Going Digital for Half the Price By: Bryan Delano

• Your Next Hire Must Have More than Just ‘Experience’ By: Sally McKenzie

• OrthoMetrics: Bridge to Data Efficiency An Interview with Mary Beth Kirkpatrick & Bill Holt

• Connect, Engage, and Win Patients! By: Brenda Ashwell

• Exchanged Traded Funds By: Tom Cartee

Volume VI, Issue III

• Practice Overhead Checkup By: Chris Bentson

• Protecting Your Most Valuable Asset – Your Practice! By: Tim Twigg & Rebecca Crane

• Why Should I Choose Your Practice? By: Char Eash

• Beat Your Competition on Google Without Hiring an SEO Firm By: Ali Husayni

• The Biggest Mistake That Orthodontists Make on Facebook By: Steve Holt

• Making Video Work for You: A Two-Part Video Marketing Strategy By: Dusty Green



Volume VI, Issue IV • A Closer Look at Today’s Residents

By: Laura Overcash & Chris Bentson

• The Growing Concerns About Negative Online Reviews By: Rita Zamora

• Holiday Dental Referral Gift Idea: Dentistry Business Secrets By: Chris Bentson

• First Things First: Tips for a New Practice Owner By: Joan Garbo

• Is It Cold or Pneumonia: 5 Demographic Facts About Your Practice Area By: Scott McDonald

• What I Would Do Differently: Lessons Learned the Hard Way By: Dr. Chad Webb

Volume VII, Issue I • Looking Back at the Practice Valuations of 2011


• A Community Involvement Approach to Practice Growth By: Nancy Hyman

• Care and Maintenance of the Golden Goose: Office Design 2012 By: Joyce Matlack

• Do You Recall By: Jeff Behan

• Tax Planning 2012: Certainly Not Business As Usual By: Diane Rumley, CPA

• Market Observation: The Middle Market Orthodontic Practice By: Chris Bentson

Volume VII, Issue II • What Do You Believe About Your Practice?

By: Chris Bentson

• A Practical View of Orthodontic Office Lease Negotiations By: Daniel Sroka

• Business Lessons Not Taught During My Orthodontic Residency By: Dr. Jennifer Eisenhuth

• Engaging with Mom Means Relationships By: Maria T. Bailey

• The Same Sun Shines on Us All By: Dr. Ben Burris



• Creating a Buzz with Social Media Video By: Dusty Green

• Smartphone Meets Digital Radiography By: Bryan Delano

Volume VII, Issue III • Is It Protected?

By: Chris Bentson

• Solving the Orthodontic Sudoku Puzzle - Part 1 By: Debbie Best

• How to Reach the Top of Google & Why You Should Do It By: Ali Husayni

• Planning for One of the Two Certainties By: Daniel Sroka

• Facebook: The New Water Cooler By: Rebecca Crane

• Locum Tenens: A Valuable Practice Management Tool for You and Your Practice By: Dr. Forest Irons

• Enrich the Family to Effectively Market to Moms - Part 2 of 5 By: Maria T. Bailey

Volume VII, Issue IV • From The Mouths of Orthodontic Residents

By: Laura Overcash

• OrthoSynetics: An Example of Corporate Practice Management An Interview with David Marks

• Solving the Orthodontic Sudoku Puzzle - Part 2 By: Debbie Best

• That’s Entertainment By: Daniel Sroka

• Speak to Moms About Value and They Will Listen - Part 3 of 5 By: Maria T. Bailey

• Transition Traps: 3 Types of Transitions That May Not Be What They Seem By: Char Eash Volume VIII, Issue I




• Four Strategies to Get New Patients Online By: Louis Gagnon

• Straight From the Source: Pioneer of Today’s Orthodontic Trends An Interview with Dr. Robert Pickron

• Putting More Time in Mom’s Day – Part 4 of 5 By: Maria T. Bailey

• New Doctors: First Things First By: Joan Garbo

• From Sea to Shining Sea: Where Should I Practice? By: Laura Overcash

Volume VIII, Issue II • Does Your Practice Overhead Rate Compare?


• Let’s Play: Engage Patients Through Social Rewards, Contests & Gamification By: Brenda Ashwell

• The Balancing Act…It’s Simple – Part 5 of 5 By: Maria T. Bailey

• For What It’s Worth! By: Mary Kay Miller

• An Enforceable Non-Compete Covenant: We’ll Know It When We See It By: Dan Sroka

• Increasing Word-of-Mouth Endorsements By Embracing New Technology An Interview with Dr. Robert A. Miller

• Gaidge: Why to Consider this Tool to Help Manage One’s Practice An Interview with Katie Odegard

Volume VIII, Issue III • Exploring Practice Overhead: Staff & Supply Expenses


• 2013 Tax Law Changes Challenge Traditional Tax Planning Strategies By: Diane Rumley & Heather Cosgrove

• Embezzlement: Sadly, It CAN Happen to Anyone! By: Rebecca Crane

• What You Really Need to Know about the AAO Branding Campaign An Interview with John Athorn, George Clark and Linda Gladden

• Dental Referrals are Declining…Halt the Trend! - Part 1 By: Nancy Hyman



Volume VIII, Issue IV • Exploring Business & Occupancy Overhead Expenses


• Annual Survey Results: Today’s Orthodontic Residents Speak Out By: Laura Overcash

• Dental Referrals are Declining…Halt the Trend! – Part 2 By: Nancy Hyman

• How Great is Your Sales Process? By: Dr. Jennifer Eisenhuth

• Lease Considerations in Practice Transitions By: Doug Copple

Volume IX, Issue I


• Are Your New Patients Sold on YOU? By: Betty Zuelke

• Mari’s List: What Practice Owners Need to Know An Interview with Mari Sawtelle-Dunn

• Exploring Pacific Dental: An Alternative Orthodontic Environment An Interview with Sheila Bracker

• Word of Mouth Marketing – It’s Alive! By: Laura Overcash

Volume IX, Issue II

• Is Consumer Behavior Affecting Your Practice? By: Chris Bentson

• An Innovative Trend in Orthodontic Practice Building An Interview with Dr. Paul McAllister

• Five Rules for Marketing with Video By: Dusty Green

• Engage Your Staff with Improved Phone Skills An Interview with Dr. Dana Fender & Jodi Peacock

• Simple Solution: Be Happy or Be Gone By: Rosemary Bray

• The Numbers Game: Best and Worst Sources for Practice Site Selection By: Scott McDonald

Volume IX, Issue III

• How You Practice: New Emerging Trends By: Chris Bentson



• Grow Your Grass Roots: 3 Seeds to Nurture Patient Development By: Shannon Branam Brockway

• Recruiting 101: Observations from a Professional Recruiter By: Shannon Patterson, CPR

• Managing Your Online Reputation in a Volatile Digital World By: Mary Kay Miller

• Embezzlement in the Orthodontic Profession An Interview with David Harris

• Diversify Your Promotional Pipeline By: Nancy Hyman & Ryan Hyman

Volume IX, Issue IV

• Pediatric Dentistry and Orthodontic Partnerships By: Chris Bentson

• Future Trends in Orthodontic Office Design By: Joyce Matlack

• Success in the New Patient Process By: Kayla Hoorelbeke

• Practice Budget: A Team Approach By: Sue Hanen

• iSnap: Photo Booth Meets Orthodontic Social Media Marketing An Interview with LeeAnn Peniche

Volume X, Issue I

• Looking Back at the Practice Valuations of 2014 By: Chris Bentson & Doug Copple, CVA

• Embezzlement – What a Busy Orthodontist Needs to Know By: David Harris

• Kaleidoscope: First-Hand Account of the Digital Marketing Tool An Interview with Dr. Phillip Parker

• Residents Indicate Upcoming Orthodontic Plans – Part 1 By: Laura Overcash

• It All Starts With You By: Gary Johnson

Volume X, Issue II • Orthodontic Staff Compensation

By: Chris Bentson

• What is Kolbe? By: Shannon Patterson, CPR



• 10 Quick Ways to Kill an Orthodontic Practice Today By: Char Eash

• Residents Indicate Upcoming Orthodontic Plans – Part 2 By: Laura Overcash

• Does Your Team Understand The Impact of the First Encounter? By: Gary Johnson

Volume X, Issue III

• Planning for the Future: Current Trends By: Chris Bentson

• Setting Clear Expectations By: Gary Johnson

• What’s New with Mari’s List® An Interview with Mari Sawtelle-Dunn

• Guru: Business Management Tool for Today’s Active Practice An Interview with Dr. Scott Law

• Practice Concerns: A Panel of Experts Weights In! By: Nancy Hyman

• The Importance of Planning Ahead By: Laura Overcash

Volume X, Issue IV

• Dentistry Consolidation: Past, Present & Future By: Chris Bentson

• AAO Cautions Consumers About Risk of DIY Orthodontic Treatment By: DeWayne B. McCamish, DDS, MS

• The Patient Experience By: TJ Eash

• Where Do Orthodontic Residents Desire to Practice? By: Laura Overcash

• 365 Printing: 3D Printing Technology for Busy Orthodontists An Interview with Jay Phelps

Volume XI, Issue I

• Looking Back at the Practice Valuations of 2015 By: Chris Bentson & Doug Copple, CVA

• Digital Marketing Trends to Watch in 2016 By: Mary Kay Miller

• The Stress of it All By: Dr. Neil Warshawsky



• EasyRx: Digital Appliance Prescription ManagementAn Interview with Dr. Marc Lemchen & Mr. Khashi Rahmani

Volume XI, Issue II • Embracing The Next Generation of Orthodontists

By: Shannon Patterson, CPR, CMSR

• The Associate Income DivideBy: Chris Bentson

• The Millennial Mom: Her Native Tongue is TechnologyBy: Brenda Ashwell

• Millennial Moms: What To Know About This Tech-Savvy GenerationBy: Maria T. Bailey

• Percentage of Adult Patients Impacts Practice ManagementBy: Dr. Bob Haeger

• Sterilization Process: What You Need to Know for 2016By: Andrea Cook