Bentson Copple & Associates

What Bentson Copple & Associates does

Bentson Copple Patterson & Associates (BCPA), formerly Bentson Copple & Associates, is a private professional services firm headquartered in Greensboro, North Carolina. The firm provides business advisory services exclusively to orthodontists, with a service portfolio spanning practice valuations, transition advisory (buying, selling, and partnership/merger transactions), recruiting, buyer representation, strategic career planning, and consulting on affiliations with Dental Service Organizations (DSOs) and Orthodontic Service Organizations (OSOs). The firm also publishes an Annual Orthodontic Valuation Report and produces the reSource Minute video series and operates an online Practice Listings and Career Opportunities portal as supporting products. Founded circa 1990–1994, BCPA is led by three partners — Chris Bentson (over 30 years of orthodontic industry experience), Doug Copple (Certified Valuation Analyst), and Shannon Patterson (Certified Professional Recruiter and Certified Merger & Acquisition Specialist) — supported by a small staff of additional personnel referenced by first name (e.g., Laura, Anthony Copple).

The firm generates revenue exclusively through project-based and retainer consulting engagements; pricing is quote-based and not publicly disclosed. Its go-to-market is direct sales, leveraging an educational content engine (annual valuation report, reSource Minute videos, blog/FAQs, speaking engagements at orthodontic industry events) for top-of-funnel demand generation, with conversion driven by consultation requests via the website, a dedicated phone line (800-621-4664), and the practice/career listings portal. There is no software product, platform, or technology stack underpinning the offering — value is delivered entirely through personalized human advisory work by the partners and their support team.

BCPA's customer base is concentrated within the U.S. orthodontic industry and split between individual orthodontic practices (primary segment, SMB) and DSO/OSO organizations (secondary segment). Distribution is nationwide from a single Greensboro headquarters, with no disclosed international footprint or branch offices. The firm is privately held with no external institutional investors, no parent company, and no public shareholders; ownership is retained among the named partners.

Name

Bentson Copple & Associates

Legal name

Bentson Copple Patterson & Associates

Website

https://bentsoncopple.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Short description

Bentson Copple Patterson & Associates is a private orthodontic consulting firm that provides practice valuations, transition advisory, recruiting, and OSO/DSO affiliation consulting exclusively to U.S. orthodontists from its Greensboro, NC headquarters.

Ownership category

akta.pro rank

Product category

Orthodontic Practice Consulting

NAICS

Management Consulting Services (54161), Human Resources Consulting Services (541612)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Dental Support Services Organizations (Non-Clinical MSO/Back-Office Platforms) (HLABAKAN)

Keywords

• Orthodontic practice consulting
• Practice valuation services
• Practice transition advisory
• DSO affiliation consulting
• Orthodontic recruiting services

Headquarters

HQ city

Greensboro

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Consulting and Advisory Services: Professional services revenue from practice valuations, buy/sell representation, partnership structuring, recruiting, and DSO/OSO consulting engagements. Services appear to be billed as project-based or retainer engagements.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Bentson Copple Patterson & Associates is a boutique consulting firm providing valuation, transition, partnership/merger, recruiting, and DSO/OSO affiliation advisory services exclusively to orthodontists across the United States. The firm guides individual practitioners and Dental/Orthodontic Service Organizations through practice sales, acquisitions, partnership structuring, associate placement, and strategic career planning, supported by an annual industry valuation report and speaking engagements.

Product overview

Bentson Copple Patterson & Associates is a consulting advisory firm, not a software technology company. It operates as a single-service consulting practice offering a portfolio of professional advisory services for orthodontists at various career stages. The core offerings include Practice Valuation & Transition Services, Partnerships & Mergers Consulting, OSO/DSO Consulting, Recruiting Services, Buyer Representation, Strategic Career Planning, and Speaking Engagements. The firm also publishes an Annual Orthodontic Valuation Report as a research product and produces reSource Minute Videos as educational content resources. Practice Listings & Career Opportunities are available through their online marketplace. These services are delivered through direct consulting engagements, with no software products, platforms, or modular product architecture.

Differentiator

Problem solved

Functional benefit

Products and services

• Practice Valuation & Transition Services Comprehensive valuation and transition advisory services for orthodontists looking to sell their practice, including valuation reports, negotiation support, and assurance of deal completion. Targeted at practice owners exiting or transitioning their businesses.
• Partnerships & Mergers Consulting Advisory services for orthodontists seeking to add a partner or merge their practice with another, including partnership agreement creation and negotiation support.
• OSO/DSO Consulting Guidance and consulting services for orthodontists considering affiliations with Dental Service Organizations (DSO) or Orthodontic Service Organizations (OSO).
• Recruiting Services Placement and recruitment services helping orthodontists find associates, partners, or buyers for their practice.
• Buyer Representation Representation services for orthodontists looking to purchase a practice, including due diligence support and transaction facilitation.
• Strategic Career Planning Career advisory services providing insights and guidance at any point of an orthodontist's career, including doctor placement and career opportunity registration.
• Speaking Engagements Educational presentations and lectures on orthodontic practice transitions, valuations, and industry trends available for professional audiences.
• Annual Orthodontic Valuation Report Annual industry research report providing benchmarking data and valuation insights for orthodontic practices across the United States.

Quantifiable outcome

• Shorter negotiation cycles and stronger assurance of deals reaching completion

Named customers6 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Transitions Group: Direct competitor offering dental and orthodontic practice transition, valuation, and brokerage services across the United States. Highly comparable to BCPA in service scope and target customer.
• Paragon Dental Practice Transitions: Specialized dental practice transitions and valuations firm serving practices nationwide. Closely comparable to BCPA in providing practice sales, partnership, and associate placement services.
• Professional Practice Transitions: Dental and medical practice brokerage and transition consultancy. Overlaps with BCPA's practice valuation, buyer representation, and partnership advisory offerings for dental professionals.
• Integrity Practice Sales: Dental practice brokerage firm focused on practice sales and transitions for dentists and specialists. Directly comparable to BCPA's core transition and valuation services.
• Polson & Polson, LLC: Dental practice transitions firm offering practice sales, valuations, and associate placement services. Comparable boutique scale and customer segment to BCPA.
• OMNI Practice Group: Dental practice transitions, valuations, and consulting firm serving practitioners across the U.S. Overlaps with BCPA on transition advisory, partnership structuring, and DSO-related consulting.

Broad incumbents

• Henry Schein: Public dental distribution and services giant whose professional practice transitions division competes with BCPA at the broader dental M&A and advisory layer, though it serves many segments beyond orthodontics.

Emerging players

• Dental Capital Resources: Emerging advisory firm focused on dental practice M&A, financing, and DSO/OSO transaction support. Adjacent to BCPA's transition and DSO consulting services with overlap in valuation and deal facilitation.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/BentsonCopple

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bentson Copple & Associates