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Business Planning Tools

Whether you're starting a new practice or planning for practice growth, we can help. Our business planning tools focus on practice management and financial planning as well as strategies for practice ownership and growth and are designed to support you in reaching your professional goals.

In addition, you can download a comprehensive Market Data Report to get valuable statistics for your designated practice area.

Practice Success Series

The workbooks in our Practice Success Series are intended to prepare and guide you through key practice projects and help you make informed business decisions. From transitioning to ownership to planning for practice growth, you're supported through each stage of practice growth.

To download Preparing for Ownership, the first workbook in the Practice Success Series, simply check the appropriate boxes, add your information on the order form below, and click Submit.

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Because we value your privacy, Wells Fargo Practice Finance does not rent, sell or share your personal information except to provide products or services you've requested.


All practice financing is subject to credit approval. Business Refinance Program is for business term debt only. Revolving credit and existing Wells Fargo Practice Finance debt are not eligible for consolidation.

ADA® is a registered trademark of the American Dental Association. ADA Business ResourcesSM is a service mark of the American Dental Association. ADA Business Resources is a program brought to you by ADA Business Enterprises, Inc., a wholly owned subsidiary of the American Dental Association.

Recommended by the American Dental Association

Need Assistance?

Call 1-888-937-2321 and speak to a practice financing specialist or your .

Already a Client?

Call Client Services at 1-800-628-7816 between 7 am and 4 pm Pacific Time or send us an .

Strategies for Success Articles

Browse our or to be notified when new ones are posted.

New Dentist Planner

Use this to define your goals, develop your business plan, manage your financial profile and prepare for practice ownership

Market Data Report

Get the latest for your potential practice location — free with your completed .