Business Proposal

ModelOrtho

Orthodontic Practice Consulting - from feasibility to full practice launch

Appointment-level capacity modeling built by the team who ran a practice.

Prepared for
Anita Brown
Date
August 9, 2026
Domain
modelortho.com

01 The Opportunity

A $4.3 billion industry running on gut feel - and a gap nobody else fills.

Orthodontic practices face a structural forecasting problem that general dental practices don't. Every new patient start creates a cascading appointment load that compounds over 12-36 months. The practice that adds 15 new starts this month won't feel the full chair impact for a year - and by the time the schedule is "too busy," the patients are already in the system with no capacity model to fall back on.

There are ~2,728 orthodontic practices in the U.S. serving 6.66 million active patients (AAO, IBISWorld). Most are independent - 96% report a non-DSO model, and 60% are solo practices. Average production per orthodontist: $1.57 million/year (Levin Group). 90% of owners are optimistic about growth, yet only 51% saw profit increase in 2025.

Market insight: The market is fragmenting. The top 50% of practices are projected to thrive (15%+ annual growth) while the bottom 50% struggle. The bottom half are exactly the ones who need capacity modeling - they're making growth decisions without understanding their real constraints. Consulting TAM: $8M-$16M annually if 15-20% of practices engage at $15K-$30K/year.

The gap: Zero orthodontic consultants offer appointment-level capacity modeling. Gaidge does benchmarking and KPI dashboards. Orthia does scheduling automation. Shimmin, CascadEffects, and Jill Allen coach systems and leadership. None take a practice's actual schedule data, model role-level constraints, and answer the question every doctor asks: "How many more patients can my schedule actually absorb?"

The competitive runway is estimated at 3-5 years before a funded PMS vendor builds chair-level capacity modeling. First-mover advantage matters, and the window starts now.

02 Services

Targeted engagements for every stage of practice growth - from diagnostic to ongoing partnership.

TierPriceWhat's IncludedBest For
Growth Diagnostic $2,497 one-time Schedule Builder mapping, Feasibility Tool 2-year projection, Growth Feasibility Report (PDF), 90-minute results walkthrough Solo practice owner evaluating growth - add an associate, add chairs, add a location
Growth Partnership $997/mo Everything in Diagnostic plus quarterly schedule reviews, updated feasibility models, hiring timeline adjustments, priority access to Schedule Builder tool, annual re-diagnostic Practices actively scaling - multi-provider, multi-location
Expansion Advisory Custom ($3K-$8K/mo) Everything in Partnership plus multi-location modeling, DSO preparation, acquisition target analysis, weekly strategy calls during expansion, on-site visit included Multi-location or DSO-bound practices
Pilot Program Free Full diagnostic + capacity model + 3-month follow-up. Produces one quantified case study and testimonial. 1 friendly practice (pre-launch - builds the case study that fuels the pipeline)
Bridge from diagnostic to partnership: Every diagnostic client gets a 30-day trial of partnership-level access. The diagnostic answers "can you grow?" The partnership answers "are you still on track?"

Pricing rationale: The Growth Diagnostic is priced against the cost of one wrong hire ($50K+ in salary and training in 6 months). The Partnership costs less than a part-time office manager but delivers strategic capacity insight. Expansion Advisory reflects the 7-figure implications of multi-location decisions.

03 The Platform

Two proprietary tools - built on real orthodontic data, not industry averages.

Every engagement is powered by the Schedule Builder and Feasibility Tool. These aren't generic spreadsheet templates - they're custom-built software that models orthodontic-specific constraints most consultants miss, validated against ~13,000+ annual appointments of actual practice data.

Schedule Builder

  • Drag-and-drop schedule construction based on real appointment patterns (~1,108/month)
  • Doctor time tracking - maps provider chair time against available hours
  • Lunch block protection - auto-blocks midday gaps
  • Deband chair staggering - models limited deband chair constraints
  • Same-visit conflict detection - flags deband+start combos on the same provider
  • Collision detection - prevents double-booking
  • JSON export - feeds directly into the Feasibility Tool

Feasibility Tool

  • 2-year forward growth model with role-level capacity bars
  • Appointment-level driver-based scaling - growth modeled appointment by appointment
  • Pipeline health monitoring - tracks new patient funnel at each stage
  • Deband provider-hour gap analysis - quantitatively models the assistant-handpiece constraint
  • Staffing scenarios - "what if we add a provider in month 8?"
  • Entry funnel yield analysis - models referral source conversion rates
What makes the tools different: The Schedule Builder and Feasibility Tool model constraints that chair-count math misses entirely - the fact that assistants can't run a high-speed handpiece for deband procedures, the stagger effect of same-day deband/start combos, and the ceiling each role places on throughput independent of chair count. Nobody else in the market does this.

Service architecture - every engagement follows the same structure:

  1. Client Intake & Discovery - Practice shares schedule data (PMS export). Initial questionnaire on goals and pain points.
  2. Analysis Phase - Schedule Builder maps actual appointment flow. Feasibility Tool produces 2-year growth projection with capacity gaps, binding constraints, deband ceilings, and provider-hour deficits.
  3. Deliverables - Growth Feasibility Report (20-30 page PDF), Role-Level Capacity Dashboard, Recommended Hiring/Expansion Timeline, 90-Day Implementation Plan.
  4. Ongoing Advisory (Retainer) - Quarterly schedule reviews, updated feasibility models as the practice grows, hiring timeline adjustments, expansion planning.

04 Why Anita

Domain expertise from inside the chair, technology from inside the stack.

ModelOrtho is a husband-wife team combining deep orthodontic operations experience with proven software infrastructure.

Anita Brown - Domain & Delivery

7+ years inside a high-volume orthodontic practice. Built the scheduling workflows, trained the team, and saw firsthand that no off-the-shelf tool answers the question every doctor asks: "How many more patients can I actually see?" The Schedule Builder and Feasibility Tool are the answer she built for the practice she ran.

Germaine Brown - Technology & Product

20+ years in MSP infrastructure, AI operations, and software development. Built IT Pro Partner's entire toolchain - the same infrastructure that processes AI workloads for dozens of paying business clients. The Feasibility Tool runs on production-grade infrastructure, not a side project.

Competitive advantages that compound over time:

  1. Proprietary tools with proven data. No competitor has the Schedule Builder or Feasibility Tool. These aren't coaching frameworks - they're validated against real appointment patterns. A competitor would need months of development plus orthodontic-specific domain knowledge to replicate them.
  2. The Data-Advantage Flywheel. Every practice engagement adds to the model's calibration. As more practices run through the Feasibility Tool, benchmarks strengthen and constraint models become more precise. A new entrant faces a data gap that deepens every quarter.
  3. Positioning as the specialist in a market of generalists. Most orthodontic consultants market themselves as "coaches" helping you "reach your potential." ModelOrtho markets itself as the practice that runs the numbers - specific, analytical, precise. In a market full of generalists selling mindset, the specialist selling models stands out.
Why the husband-wife framing matters: Orthodontists evaluating a non-clinician consultant need to see the "how" - the expertise behind the tools. Revealing the full team turns a solo consultant with mysterious software into a legitimate, defensible tech-enabled consultancy. Domain expertise + technology infrastructure = a moat neither half could build alone.

05 Investment & Timeline

Lean economics, realistic pacing, and a clear path from zero to revenue.

Pricing summary (reconciled v1 + v2):

TierPriceRevenue per Client
Pilot (pre-launch)FreeCase study + testimonial
Growth Diagnostic$2,497 one-time$2,497
Growth Partnership$997/mo$11,964/yr
Expansion Advisory$3,000-$8,000/mo$36,000-$96,000/yr

Unit economics: Near-zero marginal cost per diagnostic. Monthly fixed burn estimate: $800-$1,100 (E&O insurance, accounting, software stack, marketing, domain/hosting). Break-even occurs on the first paid diagnostic client.

Launch timeline:

GateDurationDependency
IP resolution (release from former practice)4-10 weeksCritical path - determines launch date
Founder narrative + public profile alignmentDays to 2 weeksParallel with IP
Financial model + pricing finalization1-2 weeksParallel with IP
Pilot client signed + case study produced2-4 weeksStarts after IP resolves
Rebrand (domain, materials, proposal)1-2 weeksParallel with pilot
E&O insurance + HIPAA BAA template3-5 daysBefore pilot handles data

Startup costs (one-time):

ItemEstimated Cost
Domain registration (modelortho.com)$40-50/yr
Legal entity formation (LLC + operating agreement)$500-$1,500
Contract templates (client agreement, NDA, SOW, BAA)$500-$1,000
Marketing site (design + deploy)$0 (built)
Professional photos + LinkedIn presence$200-$500
E&O insurance (annual)$500-$800

Go-to-market phases:

  1. Foundation (Months 1-2): Domain, marketing site, service packages finalized, sample Growth Feasibility Reports created, LinkedIn presence established.
  2. Pilot (Pre-launch): One free client produces a quantified case study and testimonial. This data is more valuable than any initial revenue - it proves the methodology delivers.
  3. Soft Launch (Months 3-4): First 5 paying clients through direct outreach - Anita's professional network, referrals, "Founding Partner" introductory pricing.
  4. Growth (Months 5-12): Orthodontic conferences (AAO annual meeting, regional events), referral network (ortho supply reps, PMS salespeople), content marketing and SEO, targeted LinkedIn engagement.
Year 1 success looks like: 10+ active Partnership clients generating recurring monthly revenue, 30-40 completed Growth Diagnostics, $200K+ annual revenue run rate, 2+ conference speaking engagements, clear product-market fit with clients referring other practices.

Our commitment: Every diagnostic is backed by real practice data - not industry benchmarks, not generic coaching frameworks, but your actual schedule modeled against the constraints that matter. If the Feasibility Tool can't show you where growth fits and where it doesn't, the diagnostic isn't worth the paper it's printed on. We deliver specificity, not platitudes.

Related Documents

DocumentPurpose
Anita Brown Consulting (v1 original) Solo practice consulting proposal - Schedule Builder + Feasibility Tool origin
Practice Axis v2 (v1 original) Market analysis + capacity modeling - competitive landscape + TAM
VerdictTank Pipeline (AI review) 5-agent cross-vendor pipeline - scored this proposal on viability, market, and execution