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Business Planning Tools

Our business planning tools are designed to complement our financing programs and support you in reaching your professional goals. From Planners to informative articles, these tools focus on practice management and financial planning as well as strategies for practice ownership and growth.

You'll also find our comprehensive Market Data Report providing valuable statistics for your designated practice area.

To order any of these Business Planning Tools, simply check the appropriate boxes, add your shipping information on the order form below, and click Submit My Order.

Practice Success series.

The foundation of our Practice Success, the Planners and Workbooks below 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.

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Project Planner New Dentist Planner

If you're contemplating your career options, learn how to define your goals, develop your business plan, manage your financial profile and prepare for practice ownership.

Early Practice Success CD Project Planner

If you're planning to expand, remodel or relocate, get helpful strategies for developing a comprehensive project plan and assembling your project team.

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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 .