Services

Positioning Dental Practitioners for Financial Success

HorizonCapitalAdvisors

HCA’s core objective is to help each client achieve their goals and maximize value. HCA prides itself on minimizing management distraction and practice interruption by running a disciplined process. Horizon has significant industry experience providing valuation, transaction, and financial advisory / consulting services.

What We Do

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M&A Advisory

  • Sell-Side Advisory
  • Buy-Side Advisory (identify target acquisitions)
  • Spin-offs and Divestitures

Capital Sourcing 

  • Access Growth Capital
  • Restructure Existing Debt / Equity
  • Current Capital Structure Assessments

Financial Advisory / Consulting Services

  • Preliminary Analysis of Practice / Group Valuation
  • Strategic Alternatives
  • Operational Assessment (assist with Decision Making Process)
HorizonCapitalAdvisors

Key Elements of the Marketing Process

Phase 1

CLARIFY OBJECTIVES / DEFINE STRATEGY

  • Identify client objectives (i.e., timing, confidentiality, etc.)
  • Develop plan to minimize disruption to the practice(s)
  • Establish processes and procedures to maintain confidentiality of the practice(s)
  • Structure process based on unique characteristics and market environment for each engagement
  • Create timeline and process calendar outlining key dates milestones

Phase 2

UP-FRONT DUE DILIGENCE / PRELIMINARY VALUATION

  • Catalog financial data and practice information
  • Create and maintain financial model for preliminary valuation and assessment of normalization adjustments
  • Identify growth opportunities based on practice analysis and external factors
  • Quantify potential performance improvements to increase value and strengthen negotiating position
  • Front-load collection of documents required during negotiations

Phase 3

MARKETING MATERIAL & SUPPORTING DOCUMENTS

  • Prepare confidential information memorandum and supporting documents for distribution to potential buyers
  • Key phase to position the practice(s) with potential buyers
  • Proactively address buyer concerns with well-crafted marketing material
  • Highlights the positive attributes of the practice(s) in the marketing material to further spark buyer interest
  • Marketing material tailored to resonate with target audience

Phase 4

BUYER IDENTIFICATION / SELECTION & OUTREACH PROCESS

  • Identify dental service organizations & acquisitive private practitioners
  • Thoroughly screen initial buyer listing based on client feedback and preferences
  • Minimize wasted time by creating a vetting buyers list
  • Begin engaging with potential buyers to gauge degree and sincerity of interest
  • Deep interaction results in ability to identify serious, motivated buyers

Phase 5

DUE DILIGENCE / EVALUATE RECEIVED BIDS

  • Present client with initial offers and key terms and conditions
  • Manage due diligence process and outstanding questions
  • Evaluate initial offers and continue talks with select group of buyers through next phase
  • Grant access to more detailed information related to the practice(s)
  • Practice Presentations / site visits limited to “serious” buyers

Phase 6

NEGOTIATION PROCESS / EXECUTION & CLOSING

  • Design outreach and negotiation process to build momentum and exceed expectations
  • Maximize leverage through relentless attention to detail through all stages and up-front preparation
  • Identify and mitigate transaction risk on an ongoing basis
  • Proactively communicate status, including progress, hurdles, and actions steps on a weekly schedule
  • Work closely with buyer through each step until closing to maximize value and speed of execution

Specialties Served

HorizonCapitalAdvisors

We service general practitioners as well as a wide variety of specialized practitioners including:

General Dentistry

Endodontics

Oral Surgery

Orthodontics

Prosthodontics

Pediatric Dentristy

Periodontics

Cosmetic Dentistry