Growth Opportunity Target similar-size orthodontic practices in central Indiana and neighboring markets (Carmel, Fishers, Westfield, Zionsville, Kokomo, Wabash, Marion) where Gorman & Bunch already operates, offering bundled marketing and digital advertising services to expand patient acquisition.

Digital Transformation Leverage their current tech stack (WordPress, Microsoft Advertising, Simpli.fi, Shopify, LiveChat, KnowBe4) to propose integrated marketing automation, enhanced patient engagement tools, and cybersecurity/compliance training to protect patient data.

Brand Refresh Capitalize on their 2019 rebranding collaboration by offering ongoing branding, website optimization, and multi-channel campaign services to maintain fresh messaging and differentiate from competitors.

Revenue Growth With annual revenue in the range of 1–10 million and employees 11–50, position scalable marketing and CRM solutions (lead nurturing, appointment conversion optimization, targeted ads) to accelerate patient volume and regional market share.

Competitive Positioning Highlight opportunities to outperform local peers by providing measurable ROI-focused marketing dashboards, case studies, and patient experience enhancements that align with central Indiana market needs and the presence of larger players in the region.