Bumgarner & Martin Orthodontics

What Bumgarner & Martin Orthodontics does

Bumgarner & Martin Orthodontics is a privately-held orthodontic practice headquartered in Wake Forest, North Carolina, operating two clinical locations in Wake Forest and Knightdale. Founded in 1972 by Dr. Stone and Dr. Hixson, the practice has served Wake County for over 25 years under current ownership by Dr. Steve Bumgarner (DDS, board-certified by the American Board of Orthodontics) and Dr. Jim Martin (DMD, MS, board-certified by the American Board of Orthodontics). The practice offers comprehensive orthodontic treatment including traditional metal and ceramic braces, self-ligating and lingual braces, Invisalign and Invisalign Teen clear aligners, Phase I early intervention, two-phase treatment, and specialized appliances (TADs, Carriere Distalizer, Forsus, Herbst). Patient segments include children and adolescents (per AAO guidance from age 7), adults seeking aesthetic or health-driven correction, and underserved youth served through the Smiles For A Lifetime pro bono program for families at or below 200% of the federal poverty level.

The practice is differentiated by an in-house clinical technology stack that includes the iTero Element intraoral scanner for digital impression capture and the Invisalign Outcome Simulator, alongside on-site 3D printing for clear aligner fabrication that removes dependency on offsite aligner manufacturing. Treatment planning is digitally supported with 3D imaging, and the practice maintains a formal dentist referral program with downloadable and online referral submission. Distribution is entirely direct-to-consumer across two physical offices, supplemented by a virtual consultation channel via invist.app, complimentary initial consultations, and an online appointment request system.

Revenue is generated through one-time treatment fees for orthodontic cases, with patient-friendly payment mechanics including zero-interest in-office financing, a discount for payment in full, credit card acceptance, and assignment of benefits from major insurance carriers. The go-to-market motion relies on multi-generational word-of-mouth, general dentist referrals, online presence (website, Facebook, Google reviews), video testimonials, and community involvement including dental mission trips and Wake Smiles Dental Clinic volunteer work. No external investors, private equity ownership, or disclosed funding rounds are present in the available data.

Name

Bumgarner & Martin Orthodontics

Legal name

Bumgarner & Martin Orthodontics

Website

https://smilesbybmo.com

Company type

Private

Founded year

1972

Operating status

Operating

Headcount range

11–50 employees

Short description

Bumgarner & Martin Orthodontics is a privately-held, two-location orthodontic practice in Wake Forest and Knightdale, North Carolina, offering braces, Invisalign, and specialized appliances to children, teens, and adults in Wake County using iTero digital scanning and in-house 3D printing.

Ownership category

akta.pro rank

Product category

Orthodontic Services

NAICS

Offices of Dentists (621210), Dental Laboratories (339116)

SIC

Orthopedic, Prosthetic & Surgical Appliances & Supplies (3842)

akta.pro primary industry

Comprehensive Orthodontic Clinics (HLABABAA)

akta.pro secondary industries

Clear Aligner Orthodontics (HLABABAD), Adult Orthodontics (HLABABAC), Interceptive/Phase I Pediatric Orthodontics (HLABAGAG), Orthodontic & Aligner Care (Cleaners, Cases, Wax) (CRABAFAH)

Keywords

• Orthodontic services
• Clear aligner treatment
• Traditional braces
• Orthodontic appliances
• Digital orthodontics

Headquarters

HQ city

Wake Forest

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D

Revenue model

1. Orthodontic Treatment Services: Comprehensive orthodontic treatment including braces (traditional metal, ceramic, self-ligating, lingual), Invisalign clear aligners, and specialized appliances. Revenue is generated through one-time treatment fees with flexible payment options including in-office financing and insurance assignment of benefits.
2. Invisalign Treatment: Clear aligner treatment services using Invisalign system, with flexible payment options and potential insurance coverage.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels6 records

Core offering

Bumgarner & Martin Orthodontics provides orthodontic treatment services for children, teenagers, and adults in Wake County, NC. Core offerings include traditional metal braces, self-ligating braces, clear/ceramic braces, Invisalign and Invisalign Teen clear aligners, early (Phase I) and two-phase orthodontic treatment, specialized appliances, and post-treatment retainers. The practice differentiates through digital iTero scanning, in-house 3D printed aligners, and dual ABO board-certified orthodontists.

Product overview

Bumgarner & Martin Orthodontics offers a comprehensive orthodontic treatment portfolio centered on traditional braces (metal, ceramic, self-ligating, lingual) and Invisalign clear aligner systems. The practice differentiates through advanced digital technology including iTero Element intraoral scanning and in-office 3D printing for aligner fabrication. Treatment options span early intervention for children (Phase I and Two-Phase treatment), comprehensive treatment for teens and adults, and specialized appliances (TADs, Carriere Distalizer, Forsus, Herbst Appliance). Post-treatment retainers and emergency orthodontic care complete the patient journey.

Differentiator

Problem solved

Functional benefit

Products and services

• Traditional Metal Braces

Quantifiable outcome

• Invisalign treatment time averages 9-15 months
• +3 more outcomes

Named customers9 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Pacific Dental Services: Major DSO supporting general and specialty dental practices with operational infrastructure. Comparable as an industry-shaping consolidator whose expansion into Wake County would directly threaten independent orthodontic practices.
• Sonrava Health (Western Dental): Multi-specialty dental support organization with orthodontic service lines in many markets. Comparable as a potential acquirer of multi-doctor specialty practices and competitor for orthodontic patients.
• MB2 Dental: Dental Partnership Organization that partners with specialty practices (including orthodontics) for non-clinical support and growth. Highly comparable as a roll-up consolidator that actively acquires small, high-quality orthodontic practices like Bumgarner & Martin.
• Smile Brands: Multi-brand DSO (including orthodontic-affiliated brands) operating hundreds of supported locations across the US. Comparable as a competing acquirer and operator of multi-doctor specialty practices.
• Heartland Dental: One of the largest DSOs in the US, supporting thousands of dental offices including orthodontic service lines. Comparable as a dominant consolidator shaping the competitive backdrop for independent practices like BMO.
• Aspen Dental: Large DSO with extensive multi-specialty dental service offerings including orthodontics. Comparable as a high-marketing-spend consolidator whose entry into Wake County would compete for the same patient pool BMO serves.

Others

• Align Technology (Invisalign): Manufacturer of Invisalign clear aligners and iTero scanners — both of which Bumgarner & Martin uses. Comparable as the upstream technology and product supplier whose pricing and roadmap directly shape BMO's aligner economics.
• Sesame Communications: Dental marketing and patient communications platform whose 24-7 product powers the BMO website. Comparable as a key vendor/ecosystem partner supporting patient acquisition and digital infrastructure for BMO.

Direct peers

• Local Orthodontic Practices (Wake County / Raleigh-Durham): Independent orthodontic practices in the Raleigh-Durham area (e.g., other Wake Forest / Knightdale / Raleigh orthodontists). Most direct competitors for BMO, fighting for the same referral sources and patient base in Wake County.

Emerging players

• SmileDirectClub: Direct-to-consumer clear aligner company that bypasses in-office orthodontic consultations. Comparable as a channel disruptor competing for the same adult aesthetic-aligner patient demographic that BMO serves, although with a different delivery model.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/SmilesbyBMO

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 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 Bumgarner & Martin Orthodontics