WDA Business Resource Toolbox
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
- Advertising/Marketing
- AED Sales and Support
- BLS/ACLS (Healthcare Provider) Certifications
- Branded Apparel
- Business and Personal Insurance
- Collections
- Commercial Realty
- Construction/Architecture
- Dental Equipment
- Dental Laboratory
- Dental Refineries
- Dental Supplies
- Design Build Firm (Design, Architecture, Construction)
- Financial Services
- Human Resources
- Legal Services
- Lending
- Office Management
- Payroll
- Practice Management
- Practice Transition Support
- Staffing
- Wealth Management
Accounting
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, digital, audit, tax, consulting, and outsourcing services. Our professionals have been providing insightful services to dental practices for more than 50 years. Through a hands-on approach, we’ll help you identify opportunities and implement proactive strategies that can help improve your business.
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
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
DentalMarketing.com
Growth@dentalmarketing.com
www.DentalMarketing.com
Founded in 2014, DentalMarketing.com transforms independent dental practices with cutting-edge marketing strategies. Our proven 5C method drives growth for startups, practice owners, and multi-location groups through customized branding, web design, SEO, paid ads, social media, direct mail, and AI phone tracking. Ready to boost your patient base? Discover how we can help—visit us today!
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.
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AED Sales and Support
Healthline First Aid
414-282-4532
www.hlfirstaid.com
Equip your dental practice with high-quality and dependable AED devices to help reset a heart that has stopped due to sudden cardiac arrest. Make sure your team is ready to save a life when every second matters. Contact us at training@hlfirstaid.com to discuss the ideal AED device for your practice or purchase/replace existing devices and/or components. Exclusive discounts available for WDA members!
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BLS/ACLS (Healthcare Provider) Certifications
Healthline First Aid
414-282-4532
www.hlfirstaid.com
Healthline First Aid is an American Heart Association training center, offering exceptional training and certifications in BLS, ACLS, PALS and more. Trusted by Wisconsin dentists since 2012, Healthline is committed to helping you and your team obtain the training and certifications you need to provide the best care for your patients. Exclusive discounts available for WDA members! Reach out to training@hlfirstaid.com to get started.
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Branded Apparel
Land's End Business
800-990-5407
www.ada.landsend.com
Create custom dental team uniforms for men and women of all sizes in Colors You Can Count On™. Custom online storefront for easy ordering. Members can save 10% on products and embroidery with no minimum.
Threadfellows
844-313-7005
www.threadfellows.com/ada
Market your practice on the right logo’d products. Threadfellows is proud to offer a curated collection of gear ranging from jackets and water bottles to scrubs and fleece; all chosen to elevate your brand. Choose from brands like Patagonia, Cotopaxi, Nike, Travis Mathew, Fjallraven, Gap, The North Face, Vineyard Vines, Under Armor, Adidas, Columbia and more. WDA members get 10% off, free logo set up, free decoration and free ground shipping.
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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 40 years. Professional Insurance Programs is a WDA endorsed partner.
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Collections
Bonded Collectors of Wisconsin
608-742-4124
www.bondedcollectorsofwi.com
For over 50 years, we have partnered with WDA members of all sizes - from single doctor private practices to multi-location health systems. These partnerships have thrived due to our understanding that every practice is unique and facing its own set of challenges and requirements. Our dedicated team works closely with you to assess your practices situation, identify key pain points, and develop a tailored collection process that aligns perfectly with your objectives, emphasizes positive patient experience and maximizes past due revenue recovery. For more information, visit bondedcollectorsofwi.com or contact (608) 742-4124.
Bonded Collectors of Wisconsin is a WDA Endorsed Partner.
Commercial Realty
RYZO Commercial Realty
612-708-2631
www.ryzocre.com
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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 kbauknecht@kellerbuilds.com.
Nolan Carter
920-770-8762
www.nolancarterad.com
Based in Wisconsin, Nolan Carter is the top architecture firm specializing in dental design. We
work closely with you to design the space of your dreams and have
partnerships throughout the state to make the process seamless. We are
dedicated to delivering exceptional results and protecting your best
interests every step of the way. Let Nolan Carter be your advocate.
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Dental Equipment
Dental Health Products, Inc. (DHP)
800-626-2163
www.dhpsupply.com
Headquartered in beautiful Northeast Wisconsin, DHP has become one of the US’s largest, family-owned, full-service dental supply and equipment dealers. DHP has eight full-service branch locations and multiple 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 Equipment & Service Solutions
888-213-7300
www.wdaequipmentsolutions.com
WDA Equipment & Service Solutions, powered by Preferred Dental Services of Denmark, Wis., offers WDA members exclusive pricing on quality brand-name dental equipment, as well as expert equipment maintenance and repair. Save money with an Equipment Maintenance Program! Schedule your free, no-obligation evaluation – we will assess your practice, review your equipment goals and create a customized maintenance quote for your office.
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Dental Laboratory
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, come and
experience the D&S Difference to see what you have been missing at
our certified 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
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Dental Refineries
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
Dental Health Products, Inc. (DHP)
800-626-2163
www.dhpsupply.com
Headquartered in beautiful Northeast Wisconsin, DHP has become one of the US’s largest, family-owned, full-service dental supply and equipment dealers. DHP has eight full-service branch locations and multiple 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
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
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.
Mindshift Healthcare Solutions, Inc.
414-520-7172
www.mindshifths.com
Your construction concierge. Fully customized solutions for healthcare businesses.
Planning a renovation or new construction can be a logistical nightmare
when you're trying to run a healthcare business. At Mindshift, we act as
your architect, general contractor, selections concierge, and project
manager while ensuring the work is done on-time, within budget.
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Financial Services
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.
Best Card
877-739-3952
www.bestcardteam.com
Saving practices an average $5,516 (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
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.
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
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
www.laurelroad.com/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.
Old National Bank Practice Finance
414-550-3057
https://www.oldnational.com/
Old National Bank. Local banking business solutions, relationship driven, industry expertise, provide the help & momentum needed to grow.
Practice Financing Solutions: Acquisitions,
Partnerships, Start-ups, Debt Refinancing/Consolidation, Expansion/New
Construction, Real Estate, Equipment Finance/Leasing, Working Capital
Line of Credit, Residential Home Mortgage Loans, Wealth
Management/Investments.
Contact: Amanda Falkowski: 414-550-3057, Amanda.Falkowski@Oldnational.com
Panacea Financial
855-577-6625
www.panaceafinancial.com/ada
Panacea Financial offers thousands in savings to WDA members looking for practice financing. Panacea Financial offers a 0.25% ($1,750 annually) interest rate discount on any dental practice loan and $0 origination fees on any dental practice loan ($3,570 value).
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Human Resources
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 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.
Hawks Quindel S.C
Jessa Victor
608-257-0040
www.hq-law.com
Jessa Victor and the attorneys at Hawks Quindel specialize in employment law, workers' compensation, and disability claims. As professionals well versed in the dental industry’s physical and intellectual demands, the Hawks Quindel team is perfectly postured to advocate for your professional rights, provide personalized legal support, and ensure you receive the best representation for your employment and disability-related issues.
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 at msalchert@larkinhoffman.com.
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Lending
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
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.
Old National Bank Practice Finance
414-550-3057
https://www.oldnational.com/
Old National Bank. Local banking business solutions, relationship driven, industry expertise, provide the help & momentum needed to grow.
Practice Financing Solutions: Acquisitions,
Partnerships, Start-ups, Debt Refinancing/Consolidation, Expansion/New
Construction, Real Estate, Equipment Finance/Leasing, Working Capital
Line of Credit, Residential Home Mortgage Loans, Wealth
Management/Investments.
Contact: Amanda Falkowski: 414-550-3057, Amanda.Falkowski@Oldnational.com
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Office Management
ODP Business Solutions
800-650-1222
www.ada.org/odp
ODP Business Solutions® and the ODP site for ADA members have partnered to provide exclusive benefits and savings to its members including customized pricing, curated assortment of products and services, FREE next-business-day delivery, convenient payment options and much more.
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Payroll
Organic Payroll
Contact: Kelly Kutler
608-347-3336 or kkutler@organicpayroll.com
www.organicpayroll.com
Organic Payroll is a Wisconsin-based payroll provider - founded in 2012.
Whether your dental office is a private or large practice, managing payroll is a big and important job. Let us help. Our promise is to provide each client with individualized service that exceeds expectations. Our highly trained payroll specialists offer personalized solutions, time savings/increased efficiency and accuracy in reporting.
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 (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.
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
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 LLC
920-503-7035
www.edgeadvise.com
Licensed, Local and Experienced. For over 13 years, Edge has tirelessly led the market in dental transitions. Edge has helped over 300 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 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.
Dental Express Staffing
855-345-6684
www.dentalexpressstaffing.com
To apply for employment: employment@dentalexpressstaffing.com
For clients looking for help: staff@dentalexpressstaffing.com
Boost your dental practice's productivity with Dental Express Staffing. We provide hygienists, assistants, and administrative help for short-term, long-term, and permanent positions. Trust our highly qualified professionals for excellent patient care. Let us address staffing shortages, saving you time and costs, while easing your team's workload. Partner with DES, your preferred dental staffing agency.
Edge Advisors LLC
920-503-7035
www.edgeadvise.com
Edge has been, and will continue to be, the Gold Standard for
Wisconsin recruitment for dentists. We help with finding and placing
associateships, contract negotiations, adding partners to your dental
office, and general knowledge from experience in the recruitment
process. We are here to help Wisconsin dentists “Preserve Private
Practice Dentistry.”
Stynt
844-404-0804
www.stynt.com
Stynt is the fastest growing on-demand healthcare staffing platform in the nation! Instantly connect with thousands of professionals in their network for help filling temporary or permanent staffing needs. As soon as you post your job, Stynt’s proprietary matching algorithm matches you with available dental professionals in your area, filling temporary needs within minutes or hours, not days or weeks.
Wealth Management
Mosaic Financial Partners
414-615-1801
www.mosaicfinancialpartners.com
Mosaic Financial Partners specializes in financial planning for dentists and practice owners, from residency to retirement. Named Forbes Best in State Wealth Advisors, our firm with seven Certified Financial Planner professionals provides sophisticated financial planning for hundreds of dental professionals across 38 states. We assemble every facet of your financial life to optimize your personal and business success.
Old National Bank Practice Finance
414-550-3057
https://www.oldnational.com/
Old National Bank. Local banking business solutions, relationship driven, industry expertise, provide the help & momentum needed to grow.
Practice Financing Solutions: Acquisitions,
Partnerships, Start-ups, Debt Refinancing/Consolidation, Expansion/New
Construction, Real Estate, Equipment Finance/Leasing, Working Capital
Line of Credit, Residential Home Mortgage Loans, Wealth
Management/Investments.
Contact: Amanda Falkowski: 414-550-3057, Amanda.Falkowski@Oldnational.com