Our Vision

“Apex Dental Solutions is a marketing and process automation company that just so happens to be in the Dental space.”

We are not just a dental practice; we are a technology-driven platform engineered for efficiency, scalability, and market leadership.

A Comprehensive Suite of Services

We provide a wide array of advanced dental services, positioning each clinic as a full-service destination for patient care.

GENERAL DENTISTRY

COSMETIC DENTISTRY

CLEAR ALIGNERS

DENTAL IMPLANTS

PREVENTIVE DENTISTRY

SEDATION DENTISTRY

SLEEP APNEA

ENDODONTICS

PROSTHODONTICS

PERIODONTICS

ORAL SURGERY

LASER DENTISTRY

The APEX Engine: Centralized Operations

Our key to rapid scaling and consistent quality is a robust, centralized support system managed by dedicated offshore and in-house teams.

Billing Team / Claims (Offshore)

Achieves a 99% collections rate with a lucrative Connection Dental contract. Managed with US oversight for quality control.

Insurance Verification (Hybrid)

Relieves front desk burden, allowing staff to focus on the in-person patient experience, significantly reducing congestion.

In-house Marketing (Hybrid)

A full-stack team of developers, content writers, and designers driving patient acquisition and brand consistency.

In-house Creative (USA)

Dedicated photographer and videographer produce high-quality marketing assets, office photos, and training materials.

Graphic Designers (Offshore)

Create custom infographics and learning materials, including laminated cheat sheets for 12 o'clock cabinets for easy doctor access.

Nexus IT Solutions (Partner)

Provides comprehensive IT support, network security, and infrastructure management to ensure seamless digital operations.

The Foundation: A History of Reinvestment

From 2016-2020, every dollar of profit was reinvested to build the APEX Engine and self-fund our initial expansion—a testament to our model's sustainability from day one.

$0.64M

2016

$1.89M

2017

$3.60M

2018

Peak Reinvestment

$3.90M

2019

$3.60M

2020

Combined Annual Production of Apex Dental Crestview & Riverside

Financial Growth Story: Explosive & Consistent

Actual performance from 2021-2024 with data-backed projections for 2025-2026.

(+27.6%)

$3.98M

2021

(+89.2%)

$5.08M

2022

(+60.2%)

$9.61M

2023

(+42.9%)

$15.40M

2024

(+57.3%)

$22.0M

2025 (P)

(+50.0%)

$34.6M

2026 (P)

The Story of Expansion: Revenue by Location

Demonstrating consistent growth in mature locations and rapid ramp-up in new and acquired offices.

2021

2022

2023

2024

2025 (P)

2026 (P)

Crestview: $2.17M

Riverside: $1.80M

Crestview: $2.70M

Riverside: $1.88M

Clearwater: $0.49M

Crestview: $2.88M

Riverside: $2.37M

Clearwater: $2.28M

Metro Park: $1.17M

Westlake: $0.97M

Crestview: $3.40M

Riverside: $2.72M

Clearwater: $2.67M

Metro Park: $2.06M

Westlake: $2.53M

Northwood: $1.37M

Oak Hill: $0.45M

Bayview: $0.13M

Southshore: $25k

Crestview: $3.52M

Riverside: $2.53M

Clearwater: $2.50M

Metro Park: $2.05M

Westlake: $2.55M

Northwood: $1.70M

Oak Hill: $1.80M

Bayview: $0.90M

Southshore: $1.28M

Lakepoint: $0.82M

Crestview: $4.0M

Riverside: $3.0M

Clearwater: $3.0M

Metro Park: $2.5M

Westlake: $3.0M

Northwood: $2.2M

Oak Hill: $2.3M

Bayview: $1.8M

Southshore: $2.0M

Lakepoint: $1.8M

Redwood: $1.6M

Brighton: $1.6M

Skyline: $1.6M

King's Crossing: $1.6M

Five Points: $1.6M

Total: $3.98M

Total: $5.08M

Total: $9.61M

Total: $15.40M

Total: $22.00M

Total: $34.6M

Financial Performance Highlights

A snapshot of our compelling financial trajectory and strategic positioning.

2023

0

Revenue

0

EBITDA Margin

2024

0

Revenue

0

EBITDA Margin

2025 (P)

0

Revenue

0

EBITDA Margin

2026 (P)

0

Revenue

0

EBITDA Margin

National Recognition

Honored to be named to the Inc. 5000 list of America's fastest-growing private companies for two consecutive years.

2024 • 2025

Dual-Engine Growth Strategy

We prove our model's superiority through two distinct, highly effective strategies: building from scratch and optimizing distressed assets.

Growth Model 1: De Novo Creation

The Clearwater Case Study: A textbook execution of our playbook, achieving rapid profitability and market penetration.

USD ($)

$800K

$600K

$400K

$200K

$0K

Q3 '22

Q1 '23

Q3 '23

Q1 '24

Q3 '24

Q1 '25

Revenue

Marketing Cost

EBITDA

Key Metrics

Build-Out Cost

$576,500

Time to Profitability (Quarterly)

2 Quarters

Payback Period

~2.25 Years

ROI at ~2.5 Years

1.96x

Growth Model 2 : Distressed Asset Turnaround

The Metro Park Case Study: Demonstrating the scalability of our De Novo playbook in a new market.

$600K

$450K

$300K

$150K

$0

-$150K

Q2'23

Q4'23

Q3'24

Q2'25

Production (Revenue)

EBITDA

Marketing Cost

Key Metrics

Acquisition Cost

$367,000

Time to Profitability

3 Quarters

Payback Period

~2 Years

Projected ROI at ~2.5 Years

1.5x+

Growth Model 2 (cont.): Distressed Asset Turnaround

The Westlake Case Study: Demonstrating the APEX Engine's power to rapidly transform a struggling office into a highly profitable center.

$700K

$525K

$350K

$175K

$0

Q2'23

Q4'23

Q2'24

Q4'24

Production (Revenue)

EBITDA

Marketing Cost

Key Metrics

Acquisition & Improvement Cost

$345,000

Time to Profitability (Quarterly)

2 Quarters

Payback Period

~1.5 Years

ROI at ~1.75 Years

2.23x

Our Journey: A Timeline of Strategic Growth

From a two-office proof of concept to a multi-million dollar platform, our history is one of calculated execution and accelerating momentum.

2016 - 2017: Foundation

Successfully launched and stabilized our two flagship De Novo locations, proving the core clinical and patient experience model.

2019 - 2021: Building the Engine

Reinvested all profits to build the scalable "APEX Engine," centralizing Billing, Marketing, and Insurance Verification to support future growth.

2022: Engine Success

The seamless De Novo launch of the Clearwater location validated the power and efficiency of our centralized support model.

2023: Strategic Acquisitions

Entered the acquisition market with Metro Park and Westlake, proving the APEX Engine's ability to optimize and grow existing practices.

2024: Accelerated Growth & Innovation

Expanded our dual-engine model with two acquisitions and two De Novo launches, while beginning our strategic push into AI integration.

2025: Continued Expansion

Further market penetration with the acquisition of Lakepoint and the launch of our second surgical center in King's Crossing.

2026: Aggressive Market Capture

Executing on a pre-planned expansion with 5 new signed leases, including our new Implants Division, to solidify our market leadership.

Strategic Initiative: The Apex Dental Implants Division

Launching a dedicated, high-margin service line to elevate our standard of care and accelerate financial growth.

1. Strategic Rationale

High-Margin Service: Dental implants are one of the most profitable procedures in dentistry.
Growing Market Demand: An aging population and advancements in technology are driving significant growth in the implant market.
Competitive Advantage: Offering in-house implants positions Apex as a premium, all-in-one provider, capturing revenue that would otherwise be lost to specialists.

2. Operational Playbook

Specialized Surgical Suites: Upgrading existing operatories in key locations to be fully equipped for implant surgery.
Advanced Provider Training: A mandatory, rigorous training and certification program for all participating doctors to ensure clinical excellence.
Targeted Marketing Engine: Launching dedicated marketing campaigns focused on high-value keywords like "dental implants" and "All-on-X" to attract qualified patients.

3. Projected Financial Impact

Increased Revenue Per Patient: Significantly raises the average lifetime value of our patients.
EBITDA Margin Expansion: The high profitability of implant procedures is projected to be a key driver of our margin growth to 26% in 2026.
New Patient Funnel: Establishes a new, high-intent channel for patient acquisition.

Core Strengths & Investment Thesis

A platform primed for accelerated growth through a proven, de-risked model.

Robust Infrastructure

Sophisticated, centralized platform de-risks expansion and ensures consistent execution.

Proven Leadership

Cohesive senior management with a near decade-long tenure provides stable leadership.

Tech-Driven Operations

AI-enabled systems and proprietary analytics drive clinical and operational efficiency.

Repeatable Expansion

Playbook scales new locations to >$100K/mo revenue in 3-4 months.

Strategic Market Penetration

Systematically capturing Texas with clear pipeline into Austin and Dallas.

Vertically Integrated

High-margin specialty services create multiple revenue streams per location.

Our Integrated Technology Stack

A curated ecosystem of platforms amplifying our operational excellence.

Practice by Numbers

Real-time KPIs, provider scorecards, and reactivation campaigns.

Liine + Patient Prism

AI-driven call handling KPIs, front desk scoring, & patient attribution.

SOTA Cloud + Hello Pearl

AI-powered, real-time caries detection and analysis.

Denti AI

Hands-free periodontal probing and AI-powered diagnostic analysis.

Subscribilii

Fully integrated membership platform for uninsured patients.

SEMrush

Advanced SEO intelligence for market dominance and lead tracking.

Workleap (Officevibe)

Real-time NPS, engagement insights, and culture metrics.

ONEDerful

Streamlines patient financing by submitting a single application to multiple lenders, increasing approval rates.

Proven Leadership: The Founders

The stability and vision for Apex Dental's success starts at the top.

Dr. Evelyn Reed

Co-Founder

Dr. Marcus Cole

Co-Founder

A Partnership Built on a Decade of Success

11+ Year Partnership: A long-standing, proven working relationship ensures cohesive and stable leadership.
Hands-On Management: Directly manage the entire senior team, conduct audits, and assess KPIs across all offices for ultimate quality control.
Visionary Oversight: Drive the strategic integration of technology, marketing, and clinical excellence that defines the Apex Dental model.

The Core Operations Team

An experienced and dedicated management team executing the vision.

Sarah Chen, MBA

Chief Operating Officer

Oversees all departments, ensuring seamless integration and operational efficiency.

Michael Torres

Director of Operations

Manages all location managers, driving performance and consistency at the clinic level.

Jessica Kim

Regional Manager

Drives operational excellence and team performance across her designated region of clinics.

David Lee

Regional Manager

Ensures consistent execution of the Apex Dental playbook and supports clinic managers in achieving KPIs.

Emily Tran, RDH

Clinical Director

Oversees all doctor and hygienist presentations and clinical workflows.

Rachel Banes

Regional Dental Assistant

Manages all dental assistants, supply ordering, and keeps overhead low.

Kevin Wu

Regional Dental Assistant

Supports clinical teams, assists with training, and ensures efficient supply chain management.

Megan O'Brien

Sr. Human Resources Generalist

Leads all hiring and employee relations, ensuring talent acquisition and retention.

Our Culture: The Foundation of Stability

We invest in our people, resulting in exceptionally low turnover and a highly motivated team—a key asset that de-risks the investment.

Rigorous 3-Step Hiring

A multi-interview process, including a final "working interview," ensures a perfect personality and cultural fit with the existing team.

Exceptional Retention

Our investment in culture and team cohesion results in a very low turnover rate, ensuring operational consistency and reducing hiring costs.

Connected Team

A highly active social group chat with over 90 members fosters a strong, communicative, and supportive workplace community.

Our Global Team: The Offshore Engine

The dedicated offshore team that powers our operational efficiency.

Team Communication: Quarterly Newsletters

Keeping our entire organization aligned, informed, and motivated.

Data-Driven Culture: Engagement Results

We continuously measure and improve our team's satisfaction and engagement.

Our Culture: Data-Driven Employee Engagement (eNPS)

The Employee Net Promoter Score (eNPS) measures our team's loyalty and engagement. A high eNPS is a powerful indicator of a stable, motivated workforce, which directly translates to lower turnover, higher productivity, and superior patient care.

Key eNPS Highlights

Overall eNPS Score

53

(Great)

Year-Over-Year

↑ 3 pts

Team Distribution

70.6% Promoters

A strong majority of our team are enthusiastic advocates for our workplace.

Our Expanding Footprint

A map of our current and future locations across the metroplex and beyond.

Our Modern Locations

A glimpse into our vibrant and welcoming offices designed to make every visit comfortable.

The Clinical Excellence Program

We don't just hire great dentists; we have a systematic process to ensure consistent, high-quality outcomes across every location.

Standardized Evaluations

A 5-page evaluation grading sheet is used to enhance communication, provider skills, and EQ coaching.

Hands-On Training

The Clinical Director conducts hands-on provider training and audio recording coaching to refine techniques and patient interaction.

Quarterly Reviews

1-on-1 reviews of post-op X-rays, intraoral photos, and treatment notes to ensure the highest standard of care.

The Market Opportunity: Why Texas

Our expansion is targeted at high-growth Texas metros with strong demographics and a fragmented competitive landscape ripe for disruption.

Explosive Population Growth

10M+

Combined population of Houston, DFW, and Austin metro areas, with rapid year-over-year growth.

Favorable Demographics

$70k+

Median household incomes in target expansion zones, indicating a strong patient base with commercial insurance.

Fragmented Market

80%

Of dental practices are still small, independent offices, creating a significant opportunity for a tech-forward, branded consolidator.

Risk Mitigation & Management

Our growth is protected by a robust framework for identifying and managing key business risks.

Clinical Risk

Managed via our Clinical Excellence Program, quarterly peer reviews, and comprehensive malpractice coverage.

Operational Risk

Mitigated by cross-trained teams (redundancy), a fully HIPAA-compliant tech stack, and standardized processes.

Key Personnel Risk

The "APEX Engine" ensures the business is system-dependent, not people-dependent. Key Person insurance policies are in place for founders.

Professional Governance & Financial Controls

We operate with a sophisticated governance structure to ensure financial accountability and professional oversight.

Formal Oversight

External Advisory Board: Strategic counsel from independent experts in Finance (CPA), Corporate Law, and Healthcare Operations.
Segregation of Duties: Clear separation between finance, operations, and compliance roles to ensure checks and balances.

Robust Internal Controls

Accrual-Based Accounting: Our CFO and accounting team have implemented a full accrual accounting system for accurate, GAAP-compliant financial reporting.
KPI Dashboards & Variance Analysis: Continuous monitoring allows for early detection of any revenue or expense deviations.

Legal & Entity Structure

Management Service Org (MSO): Manages all non-clinical operations, allowing clinical teams to focus solely on patient care.
Professional Corporations (PCs): Each dental office operates as a distinct legal entity to ensure regulatory compliance.

Our Strategic Capital Approach

We are focused on building a durable, scalable platform with the right partners.

“We’ve had strong Private Equity interest, but we’re choosing to build with a stable banking partner first. We value controlled growth, quality systems, and maintaining high cultural and patient care standards before exploring that route again in the future.”

Detailed Use of Funds

A precise and strategic plan for deploying capital to execute on our proven growth model.

Capital Allocation Strategy

60% Strategic Acquisitions: Acquiring and integrating distressed practices where the APEX Engine can be deployed for rapid value creation and superior ROI.
25% De Novo Expansion: Capital for new builds in prime, untapped markets, leveraging our highly efficient, 1.96x ROI model.
10% Technology & Implants Division: Continued investment in our AI roadmap and the launch of our high-margin implants service line.
5% Working Capital: To support the operational needs of our expanding network.

Questions?

Ready to discuss the future of dental practice management.