The WDA Business Resource Toolbox can help you build a team of business advisers to assist with important aspects of your transition, practice management or overall day to day patient care. Click on the categories below to explore your options.


Accounting

Baker Tilly Logo
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.

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CLA (CliftonLarsonAllen)
920-731-8111
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, and 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.

Dental Practice Advisors

Dental Practice Advisors

920-593-7250
www.dentalpracticeadvisors.com

DPA is a dental accounting firm that delivers support solutions to help you master the business aspect of your practice so you can focus on patient care and a healthy work-life balance. We do for the business side of the practice what continuing education does for the clinical side.
Accounting – Tax – Payroll – Valuation – Annual Business Plans – Practice Management – Transition Support

 

 SVA Dental Services

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

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

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

Wisconsin dentists’ source for professional and personal advice, solutions and resources for 40 years. Professional Insurance Programs is a WDA endorsed partner. 

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Computer & IT Support Services

Third CoastIT

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 support@thirdcoastit.com to automatically create a service request now!

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Construction/Architecture

Keller

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 kbauknecht@kellerbuilds.com.

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Dental Equipment

WDA Equipment Solutions

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 support@wdaequipmentsolutions.com.

WDA Service Solutions

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 $180/hr (billed in 15-minute increments after the first hour). No additional trip charges or mileage fees.

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Dental Laboratory     

D&S Dental_50thAnniversary

D&S Dental Laboratory, Inc.
800-236-3859
www.dnsdental.com

Want to work with a dental laboratory known for its quality, consistency and reliability? Try D&S Dental Laboratory, Wisconsin's largest, privately owned full-service dental laboratory. Thanks to our experienced staff and the latest CAD/CAM technology, we’ve been helping dentists restore smiles for 50 years.


Dental Crafters Network logo

Dental Crafters Network
800-472-8302
www.dentalcraftersnetwork.com

For over 30 years, our full-service laboratory has been known as a trusted resource for doctors and their patients. Our family values of hard work and respect extend to all aspects of our business, from the manufacturing floor to our friendly service, we work closely with every customer to fully understand and meet your dental needs.

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Dental Refineries

Garfield Refining logo

Garfield Refining
800-523-0968
www.garfieldrefining.com

Established in 1892, Garfield Refining is a precious metals refinery located in Philadelphia, PA. Our award-winning refinery buys gold, silver, platinum, and palladium and offers the industry’s highest payouts. Garfield is family owned and operated, and we have satisfied more than one million customers worldwide. Get in touch to discuss how we can help with your refining needs!

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Dental Supplies

Argon_USA_Logo_With Trademark

Argon Dental USA(TM)
844-484-4998
www.argondentalusa.com

Argon has been a pioneer in the implant industry, developing a comprehensive conical connection implantology system engineered around proven principles and beliefs, for over 20 years. The Argon K3pro® German implant system connects the implant and the abutment with a 1.5° (total 3°} Morse Taper, which gives an optimal load displacement from the abutment to the implant.



DHP logo

Dental Health Products, Inc. (DHP)
800-626-2163
www.dhpsupply.com

With over 30 years of trusted service, DHP is one of the largest, family-owned, full-service dental supply and equipment dealers in the US. DHP has eight full-service branch locations and three distribution centers supported by over 200 employees.

DHP exists to provide personalized and timely solutions for our healthcare partners to exceed their goals and their patients’ expectations. With an ever-growing team of highly responsive, reliable & resourceful sales and support professionals, DHP gives you the needed support to Control Your Dentistry.

 

WDA Supply Source

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 support@WDASupplySource.com with questions.

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Design Build Firm (Design, Architecture & Construction) 

Apex Design Build

Apex Design Build
847-288-0100
www.apexdesignbuild.net

A fully integrated design, architecture, and construction firm specializing in creating state of the art dental facilities. To use a healthcare analogy, if you have a specific health issue, it pays to seek out a specialist whose experience allows them to offer solutions that others can’t. Apex offers healthcare professionals innovative facilities through an integrated, stress-free design and construction process.

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Financial Services

 

 ADA_Visa_Card_Logo

ADA Visa Card
866-472-6423
www.adavisa.com/43743

The ADA® Visa® Rewards Card Program

The ADA® Visa® Business Rewards Card has the perks of a business card designed with WDA member dentists in mind. For everything else, the ADA® Preferred Rewards Visa® Card is a personal card offering great benefits and valuable rewards.  Endorsed by the WDA. 




BestCard 

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

Saving practices an average $4,221 (27%) annually in credit card processing fees, Best Card offers a wide variety of processing options. From standalone terminals to online systems for website and recurring payments, Text-to-Pay and AutoPost to dental software programs. Email a recent credit card processing statement to Compare@BestCardTeam.com to receive a detailed analysis and a $5 Amazon gift card. Best Card is a WDA endorsed partner.


CareCredit

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. 

FCB Stacked Logo-High Res EPS

First Citizens Bank
414-214-5790
www.firstcitizensbank.com

From practice inception to practice sale, First Citizens Bank is proud to support our dental clients through their entire professional lifecycle. Our industry-specific services include practice acquisition, partial buy-ins, equipment finance, commercial real estate, and medical mortgages. For more information, contact Rick Adyniec at rick.adyniec@firstcitizens.com




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First Midwest Bank - Professional Medical
414-550-3057
www.firstmidwest.com

First Midwest Bank. LOCAL INDUSTRY SPECIFIC EXPERTISE. Serving local dentists, understand the dental industry, relationship driven, local decisions, fast turnaround, provide the help needed to maintain and build momentum as you grow. Practice Acquisitions, Start-ups, Debt Refinancing/Consolidation, Expansion/New Construction, Equipment Finance/Leasing, Working Capital Line of Credit, Personal Mortgage Loans, Wealth Management. Contact Amanda Falkowski to add momentum to your practice: 414.550.3057, Amanda.Falkowski@FirstMidwest.com



Huntington

Huntington Practice Finance

773-746-5095
www.huntington.com

Huntington Practice Finance. Providing Solutions to Manage & Grow Your Dental Practice. Contact Jen Frank, 773.746.5095, Jen.frank@huntington.com.
Practice lending: * Practice acquisition * Project loans * Start-up loans * Debt refinance/consolidation * Real estate/Real estate construction loans
Solutions include: * Up to 100% financing * Up to 15-year terms on practice loans and 25-year terms on real estate loans * Deferred and interest-only payments

 

LaurelRoadMortgages

www.laurelroad.com/partnerships/ada/
1-833-427-2265

Since 2013, Laurel Road has helped thousands of professionals with undergraduate and postgraduate degrees consolidate and refinance more than $9 billion in federal and private school loans. In April 2019, Laurel Road became part of KeyBank, one of the nation’s largest bank-based financial services companies and Member FDIC. Laurel Road is a WDA endorsed partner.


 
Wells Fargo

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

From opening your first practice to expanding or transitioning your business, we’re here throughout your journey.   We want to help with practice financing products, services and industry resources you need to keep your business moving forward. Contact Donald Colvin, Senior Business Lending Development Consultant, at donald.s.colvin@wellsfargo.com.

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Human Resources

MineralHR

Mineral
800-637-4676
www.trustmineral.com/

Mineral offers all WDA members and their teams free human resources support, including Mineral Experts, on-call HR and legal experts who provide personalized guidance right when you need it! Mineral is offered in partnership with the WDA Insurance & Services Corp. Call 800-637-4676 email info@profinsprog.com to set up your free account and designate others on your team to use it. 

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Legal Services

Carlson Black

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
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 

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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First Midwest Bank – Professional Medical
414-550-3057
www.firstmidwest.com

First Midwest Bank. LOCAL INDUSTRY SPECIFIC EXPERTISE. Serving local dentists, understand the dental industry, relationship driven, local decisions, fast turnaround, provide the help needed to maintain and build momentum as you grow. Practice Acquisitions, Start-ups, Debt Refinancing/Consolidation, Expansion/New Construction, Equipment Finance/Leasing, Working Capital Line of Credit, Personal Mortgage Loans, Wealth Management. Contact Amanda Falkowski to add momentum to your practice: 414.550.3057, Amanda.Falkowski@FirstMidwest.com


Huntington

Huntington Practice Finance

773-746-5095
www.huntington.com

Huntington Practice Finance. Providing Solutions to Manage & Grow Your Dental Practice. Contact Jen Frank, 773.746.5095, Jen.frank@huntington.com.
Practice lending: * Practice acquisition * Project loans * Start-up loans * Debt refinance/consolidation * Real estate/Real estate construction loans
Solutions include: * Up to 100% financing * Up to 15-year terms on practice loans and 25-year terms on real estate loans * Deferred and interest-only payment


LaurelRoadMortgages

https://www.laurelroad.com/partnerships/ada/
1-833-427-2265

Since 2014 Laurel Road has worked with the ADA to help their members save thousands of dollars through student loan refinance.  In 2021, Laurel Road expanded their relationship with the ADA to offer a mortgage product, tailored specifically for dentists – this product offers competitive rates, no PMI options, and flexible financing options. Laurel Road is a WDA endorsed partner.

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Payroll

 OnPay
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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Practice Management

Compliancy Group

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

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.

 

Edge Advisors

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 200 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

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

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

 

 Dental Practice Advisors

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

DPA specializes in providing 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, setting up the accounting and operational systems for your new practice and leadership so you can maximize post-acquisition success. If you want to be confident in your acquisition decision, call us.

    Edge Advisors

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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Staffing

 CareerForward

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

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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Wealth Management


F Street Development

F Street Development
414-315-3190
www.fstreetdevelopment.com

For over 15 years F Street Development, a privately held investment group, has been dedicated to creating value for our stakeholders by investing responsibly in commercial real estate, helping to shape and support the communities we invest in. We provide investors with investment opportunities through both strategic and value-add acquisition and development.


Northern Oak

Northern Oak Wealth Management, Inc.
414-223-1079
www.northern-oak.com

As a Milwaukee-based Wealth Management firm, Northern Oak prides itself on our client relationships. We create a personalized experience to maximize the financial goals of our clients. Our breadth of services include: * Investment Management * Financial and Retirement Planning * Asset Allocation Review * Risk Analysis * Tax Loss Harvesting * Roth Conversion * Alternative Investments

Contact Dave Becker, CFA, President, dbecker@northern-oak.com, 414.223.1079

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