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.


Baker Tilly

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)

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

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.





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. 


Business and Personal Insurance

Professional Insurance Programs


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



Keller, Inc.

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].


Dental Equipment

WDA Equipment Solutions

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

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.


Dental Supplies


WDA Supply Source

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)


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.


Financial Services


Best Card

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. 






The CareCredit credit card, with convenient special financing options for dental care, gives your patients one less reason to delay getting a healthy and beautiful smile. More than 1000,000 enrolled dental teams accept CareCredit, and more than 21 million accounts have been opened since CareCredit began helping patients to get the care they need and want. CareCredit is a WDA endorsed partner. 


Transworld Systems Inc.


Transworld Systems Inc. is the nation’s leader for helping more than 12,000 dental practices improve their accounts receivable process. From contacting patients diplomatically in the name of the practice using our innovative Accelerator program, to pre-collection all the way to full collection and legal action, Transworld has the level of intensity that suits your practice. Our new Dental Collect program seamlessly interfaces with the majority of Practice Management Software companies and helps identify past-due patient balances in seconds. Transworld Systems Inc. is a WDA endorsed partner. 


US Bank - All of Us Serving You

ADA® Preferred Rewards Visa® Card

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

Whether you’re preparing for ownership or planning for growth, Wells Fargo Practice Finance can help throughout your journey. With over 30 years of dental financing experience, we understand the business of running a practice and provide unique lending programs, planning tools, and professional support to help you succeed throughout your career. Full service lending with acquisitions, start-ups, expansions and commercial real estate.


Human Resources



The advanced HR knowledge solutions platform designed to deliver actionable advice and tools that enable growth and reduce risk. With more than 100 years of combined experience, our professionals are the best in the business. Think HR is a WDA endorsed partner. 




Full-service payroll and award-winning support. Save 50% or more compared to other payroll services. You still have time to make the change to OnPay. Take advantage of significant savings over most other payroll processing options and get the first month FREE! OnPay is a WDA endorsed partner. 


Legal Services

Larkin Hoffman


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




BMO Harris


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 .5 rate reduction. BMO Harris Bank is a WDA endorsed partner. 


Practice Management

Custom Dental Solutions


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]

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

“Preserving Private Practice Dentistry” is our motto at Edge Advisors- 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. We don’t succeed until you do!



SVA Dental Services

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. 


Practice Transition Support


Dental Practice Advisors

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

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.




Practice Valuation

The Tascon Group


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:








CareerForward Job Board


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.


With our vibrant, dependable staff and solution-oriented focus, we tailor our approach to be your premier dental staffing provider. Our team focuses on placing trusted providers and registered dental hygienists, who care for your patients. We provide placement services for short term, long term and permanent needs.


Tax Management

Coming soon!


Wealth Management


Cudahy Linn

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.


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.