The WDA Practice Transitions Resource Toolbox can help you build a team of business advisers to assist with important aspects of your transition. Click on the categories below to explore your options.

Interested in being a part of the practice transitions toolbox? Contact Candice Wegner at [email protected] or purchase your directory listing online now.


Accounting

Baker Tilly
920-733-7385
www.bakertilly.com

Baker Tilly US, LLP (Baker Tilly), an Academy of Dental CPA’s (ADCPA) founding and sole WI member, is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world. Our dedicated dental services team works with 350+ dental practices on various services including tax, accounting, payroll, valuation, transition planning, projections, operating effectiveness and consulting.

 

CLA (CliftonLarsonAllen)
920-996-8111
www.CLAconnect.com

CLA (CliftonLarsonAllen LLP) exists to create opportunities for our clients, our people, and our communities through our industry-focused wealth advisory, outsourcing, audit, tax, an consulting services. CLA is proud to serve thousands of dental practices across the country. Our local professionals combined with national resources provide dentists with specialized services unique to their industry.

 

 

SVA Dental Services
888-574-4782
www.SVAaccountants.com/dental

SVA has a dedicated team of professionals who understand the dental industry’s complex business environment and practitioners’ diverse business and personal needs. We offer a full suite of services, including accounting services, valuations, practice sale or purchase, practice management, and tax services.

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Advertising/Marketing

PBHS

1-800-840-5382

www.pbhs.com

Since 1977, PBHS has provided practice marketing services to the dental community and is now the proven and endorsed leader in practice branding, website design and online search engine marketing. Services range from custom logo design, printed materials to website development and concierge-based SEO/social media campaigns. PBHS is a WDA endorsed partner. 

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Business and Personal Insurance

Professional Insurance Programs
800-637-4676
www.insuranceformembers.com

 

Wisconsin dentists’ source for professional and personal advice, solutions and resources for 30+ years. Professional Insurance Programs is a WDA endorsed partner. 

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Computer & IT Support Services

Third Coast IT
414-622-1000
www.thirdcoastit.com

Are you happy with your current IT support?  Third Coast IT provides reliable computer solutions with a smile.  Our local team serves dentists around Wisconsin, with technology support you can count on.  Our priority is keeping your offices most sensitive information secure and your operations running smoothly.  Call 414-622-1000 or email [email protected] to automatically create a service request now!

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Construction/Architecture

Keller, Inc.
920-766-5795
www.kellerbuilds.com

Keller, Inc. is a design/build general contractor located in the Fox Cities with additional offices in Milwaukee, Madison and Wausau. With an on-staff team of architects, interior designers and project managers, we are a single point of contact for our customers to keep everything on track, on time and on budget. Contact us at 920-766-5795 or [email protected].

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Dental Equipment

WDA Equipment Solutions
888-213-7300
www.wdaequipmentsolutions.com

Effectively leverages the association’s buying power to offer the best prices on quality brand-name equipment. Save money regardless of practice size. Contact us at [email protected].

 

WDA Service Solutions
888-213-7300
www.wdaequipmentsolutions.com

A statewide network of qualified technicians provides WDA members prompt, professional equipment servicing at a flat rate of $150/hr (billed in 15-minute increments after the first hour). No additional trip charges or mileage fees.

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Dental Supplies

 

WDA Supply Source
844-378-3740
www.wdasupplysource.com

Member dentists can save 20% or more on 65,000+ brand-name dental supplies, including 3M. Free shipping. Manufacturer warranties. Convenient online shopping. Contact 844-378-3740 or [email protected] with questions.

 

Independent Dental Solutions (IDS)
800-975-1651
www.independent-ds.com

 

IndepenDENT Dental Solutions (IDS) is a FREE group purchasing organization designed to support independent practitioners and level the playing field in an industry that has increasingly favored DSOs and corporate practices. IDS helps members reduce their operational costs by leveraging the collective buying power of the group to negotiate lower, contracted pricing on supplies.

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Financial Services

 

Best Card
877-739-3952
www.bestcardteam.com

Best Card provides credit card processing solutions for credit card payments processed in person, online, and over the telephone. Members can submit their most recent credit card processing statement to get a free analysis from Best Card on how much they might be able to save by switching to Best Card. Best Card is a WDA endorsed partner. 

 

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CareCredit
800-300-3046 (option 5)
www.carecredit.com

 

To help patients move forward with recommended care, CareCredit credit card is accepted by more than two-thirds of all dentists. And now it’s even easier to privately and securely learn about and apply for the CareCredit card. Using your Custom Link, patients apply using their smart device while in your practice or on their home computer prior to their appointment. CareCredit is a WDA endorsed partner. 

 

 

US Bank - All of Us Serving You

ADA® Preferred Rewards Visa® Card
888-327-2265×36991
 www.usbank.com/ADA36991

Sign up for best-in-class rewards and enhanced customer service. You can redeem your rewards for unique travel, dining and entertainment. Current ADA World MasterCard members will automatically receive the new ADA Visa Card in the mail. ADA Visa Card is a WDA endorsed partner. 

 

Wells Fargo Practice Finance
888-393-0863
practicefinance.wellsfargo.com

 

At Wells Fargo Practice Finance we offer you the expertise of a team that knows both you and the industry you practice in, with consultants available to support you throughout your practice journey. Everything from credit cards to financing needs, payment processing to patient financing, we have the tools and a team of specialists to help you now and in the future.

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Human Resources

Mineral
855-271-1050
https://trustmineral.com/

Take the guesswork out of HR and compliance so you can manage workplace challenges with confidence. From expert guidance and resources to proactive alerts, Mineral is your one-stop ticket to a healthier organization. Mineral is available to all clients of Professional Insurance Programs.

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Payroll

OnPay
877-328-6505
www.onpay.com/ada

OnPay makes it simple to run payroll and take care of your team with all of their services — including built-in HR tools. Backed by award-winning customer service and an error-free guarantee, OnPay offers unlimited pay runs, automated tax filings, and an easy-to-use employee portal for one low monthly price. OnPay is a WDA endorsed partner. 

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Legal Services

Carlson Black O’Callaghan & Battenberg LLP
608-888-1684
                                             www.carlsonblack.com

Steve Battenberg has served as the general counsel for the Wisconsin Dental Association since 2014.  As general counsel, Steve has an appreciation for the unique legal issues facing Wisconsin dentists.  Steve has experience representing dentists in a variety of legal issues including employment issues, buying and selling of dental practices and negotiation of partnership or shareholder agreements.

 

Larkin Hoffman
952-896-6712
www.larkinhoffman.com

 

Michael Salchert is a Wisconsin licensed attorney with extensive experience helping dentists buy or sell dental practices. From evaluating practice value to negotiating beneficial terms and navigating agreement issues, he works with clients to achieve their goals. He also helps guide dental partnerships in the sale or transfer of stock or interests. Contact Michael for a free confidential consultation

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Lending

 

BMO Harris
833-276-6017
www.bmoharris.com/dentists

 

When you’re acquiring a dental practice or expanding a current one, you have to make a number of important financial decisions. BMO Harris Bank understands the dental industry and will work with you to find solutions to help your practice succeed and operate more efficiently. Special member pricing with 0.5% rate reduction. BMO Harris Bank is a WDA endorsed partner. 

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Practice Management

Compliancy Group (HIPAA)
855-854-4722
www.compliancygroup.com/ada. 

 

Could your dental practice pass a HIPAA audit? Save time and stop worrying about HIPAA by using the experts at Compliancy Group. Using software and one-on-one Compliance Coach guidance, they help dental practices of all shapes and sizes avoid HIPAA fines.

 

Custom Dental Solutions
262-853-1414
www.customdentalsolutions.com

 

Custom Dental Solutions is Dentistry’s premiere solutions company located right here in Wisconsin! We offer customizable practical business, HR, and CE solutions based on your philosophy and practice goals by co-creating systems and providing in-office training for all team members to ensure efficiencies for job success! What’s stopping you from achieving the life and practice you deserve? Let’s get started.

 

Dynamic Dental Advisors
[email protected]
www.dynamic-da.com

 

Dynamic Dental Advisors (DDA) is a comprehensive business solutions organization developed specifically for independent dentists. Whether you’re graduating and are looking to join or purchase a practice, have an established practice or are transitioning into retirement, DDA offers customized solutions, backed by our risk-free financial guarantee, for every stage of your journey. Get started with a FREE Practice Optimization Assessment.

 

Edge Advisors LLC
920-503-7035
www.edgeadvise.com

“Preserving Private Practice Dentistry” is our motto – Wisconsin’s leading and premier dental practice management experts. Edge does accounting & taxes for over 160 local private practice dentists, we have transitioned over 200 Wisconsin dental practices in the past 10 years and are the go-to dentist recruitment source here, with over 250 new dentists placed.

 

 

Office Depot/Office Max
855-337-6811 Ext. 12654
community.officedepot.com

WDA members now have access to exclusive members-only discounts at Office Depot® and OfficeMax. Save up to 75% off the officedepot.com regular prices on their Best Value List of preferred products with free delivery on orders. Click here to start saving!

 

 

SVA Dental Services
888-574-4782
www.SVAaccountants.com/dental

SVA has a dedicated team of professionals who understand the dental industry’s complex business environment and practitioners’ diverse business and personal needs. We offer a full suite of services, including accounting services, valuations, practice sale or purchase, practice management, and tax services. 

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Practice Transition Support

 

ADA Practice Transitions
800-232-6119
adapracticetransitions.com

Powered by the ADA, ADA Practice Transitions™ supports independent dentistry by helping dentists buy or sell a practice, hire an associate, or find a job. When you join ADAPT, you will get customized guidance and an ADA Advisor to help you confidently progress through your next transition. Create your free profile to start receiving matches!

 

 

Dental Practice Advisors
920-593-7250
www.dentalpracticeadvisors.com

Are you interested in maximizing the value of your practice in anticipation of a practice sale in the next five to seven years? If yes, give us a call! Our Comprehensive Practice Exam coupled with our Best Practices Consulting will help you build on your strengths and shore up your weaknesses resulting in improved business performance and practice value.

 

 

Dental Practice Advisors
920-593-7250
www.dentalpracticeadvisors.com

We specialize in providing new buyer practice acquisition support as your dedicated and independent advocate. We’ll guide you through every step in the process – due diligence, transaction structure, financing, operations, accounting, business planning and leadership so you can maximize your post-acquisition success.  Give us a call to discuss how we can assist you.

 

Edge Advisors LLC
920-503-7035
www.edgeadvise.com

Licensed, Local and Experienced. For over 10 years, Edge has tirelessly led the market in dental transitions. Edge has helped over 220 practitioners ride off into the sunset with experienced guidance and knowledgeable negotiation assistance. “Preserving Private Practice Dentistry” is our motto and our goal, let us help you make that dream a reality!

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Practice Valuation

The Tascon Group
608-827-6349
www.TheDentalPracticeValuator.com

VALUATIONS DESIGNED TO HELP BUY/SELL A PRACTICE IN WHOLE OR PART FASTER

We’ve identified six key buyer questions, that once answered, will put them on the fast track to purchasing your dental practice. These answers will drop buyer’s purchasing risk exponentially, providing them reasons to be more decisive and quicken your sale. Download Free White Paper: www.TheDentalPracticeValuator.com/6afs1

 

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Recruiter

Coming soon!

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Staffing

 

CareerForward Job Board
www.wda.org/jobs

 

Search for your next career opportunity through the CareerForward job board. Advertise opportunities for dentists, hygienists, lab technicians and dental assistants; options to box, add a logo, post anonymously or purchase an “urgent” banner.

 

 

Complete Dental Staffing, Inc.
608-492-5733
www.completedentalstaffing.com

 

Complete Dental Staffing’s mission has always been to commit to understanding our clients’ needs and provide an outstanding customer experience. Today, we serve premier dental offices by connecting them with high quality dentists and dental hygienists to fill permanent and long-term vacancies. We consider it to be a privilege to be the first and last call for our clients.

 

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Tax Management

Coming soon!

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Wealth Management

 

Cudahy Linn
414-298-5060
www.bairdfinancialadvisor.com/cudahylinn/

A Zen koan asks: What is the sound of one hand clapping?  We have no idea.  But having sold your dental practice, you probably know the sound of two hands clapping.  Now you need help with your new financial situation, and we have all of the expertise you need to figure it out.  And we’re pretty fun to work with.

 

UBS Financial Services Inc.
262-794-0872
www.ubs.com/burishgroup

 

Founded in 1991, The Burish Group at UBS is a team of over 40 multi-generation financial professionals dedicated to helping you reach your financial and life goals. As a holistic wealth management practice, we can help prepare your financial life for today, tomorrow and generations to come – so you can stay focused on what matters most, no matter what the markets are doing.

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