Banks/Lenders

Tell them DDSmatch Mid-Atlantic recommended you give them a call or click on a “Get Pre-Qualified” link to get started!

Danny Cammarosano

Phone: (347) 585-4999
Website: www.getprovide.com

Danny Cammarosano is a Regional Director of Practice Finance for Provide in the Northeast. He has spent more than 15 years financing healthcare practices, with a strong focus on dental transactions. He works closely with buyers and owners on practice acquisitions, start-ups, mergers, partnership buy-ins and buy-outs, office improvements and expansions, business debt consolidation, equipment financing, lines of credit, and commercial real estate. Danny takes a consultative, hands-on approach and is known for helping doctors navigate both the financial and strategic aspects of ownership. From prequalification through closing and beyond, he serves as a trusted resource throughout the full lifecycle of a dental transaction.

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Jason Swisher

Phone: (330) 592-5635
Website: www.huntingtonbank.com

Jason Swisher is the regional Vice President of Dental Acquisition lending for Huntington Practice Finance. Jason is a singular point of contact who guides buyers through the entire finance process of acquiring a practice, buy-ins, real estate, refinance, startups and expansion. Huntington offers 100% financing and flexible terms to fit their clients immediate and future goals. Jason and his team are incredibly hands on and consultative through the entire process and beyond.

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Travis Dickens

Phone: (301) 740-3009
Website: www.pnc.com

Shannon Irvin

Phone: (301) 740-3009
Website: www.pnc.com

PNC Bank Healthcare has a dedicated dental banking team that specializes in serving general dentists, specialists, and multi-location dental groups. The group provides practice acquisition financing, startup loans, real estate funding, equipment financing andworking capital solutions tailored specifically to the cash-flow and revenue cycle dynamics of dental practices. With experience in transition lending, affiliation transactions, and growth strategies, PNC’s dental-focused advisors understand valuation, collections, overhead benchmarks, and the nuances of practice ownership, helping dentists navigate everything from first-time purchases to large group expansions.  

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Brad Peiffer

Phone: (570) 656-5364
Website: www.bankofamerica.com

Brad Peiffer is a Vice President and Regional Business Development Officer for Bank of America Practice Solutions. In this role, he is responsible for providing lending and financing options to dentists located in the four state territory of: Pennsylvania, Delaware, Maryland-D.C and Virginia. Brad has two decades of experience working with business owners, medical professionals and corporate executives. Brad understands the complexity that comes with running your own business and private practice. He helps implement specialized lending solutions specifically tailored to the dental industry.

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Christopher Mills

Phone: (301) 536-8272
Website: www.firstcitizens.com

Our goal is to know my clients and their business in order to help them be successful.

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PW Shaffer

Phone: (240) 675-4364
Website: www.mtb.com

Josie Shumar

Phone: (771) 881-8034
Website: www.mtb.com

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CPA & Accounting Firms

Ryan Levy, CPA

Phone: (410) 493-5320
Email: rlevy@levycpas.com
Website: www.levydentalcpa.com

Ryan M. Levy, CPA, LLC is a relationship driven Dental CPA firm that works proactively with their clients at all stages in their careers. They consult with their clients on an ongoing basis to ensure that they are meeting both their short- and long-term goals. Additionally, they ensure that dental practices are operating at optimal levels through benchmarking, proactive planning, and continuous monitoring. Ryan M. Levy, CPA, LLC can help you with due diligence on practice purchases, structuring transactions in the most tax efficient manner or analyzing practice overhead and profitability.

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James (Jim) B. Alley, CPA

Phone: (202) 350-1279
Email: jimalley@jbacpallc.com
Website: www.jbacpallc.com

Jim specializes in helping Dentists meet their personal and practice financial goals. He is the owner of JBA CPA, LLC, serving clients in Virginia and across the U.S. for over 20 years. Jim focuses on helping business owners maximize their profits while saving on taxes. Your financial and tax strategy is an ongoing journey; let Jim help you get to the finish line.

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Angelisa Cataldo, CPA

Phone: (267) 824-4233
Email: angelisa@transcendentalcfo.com
Website: www.transcendentalcfo.com

Angelisa Cataldo of TranscenDental CFO Services is a CPA with over 14 years experience working with dentists and dental practices providing traditional tax and accounting services supplemented with fractional CFO level support and services. Angelisa has assisted countless dentists through their journey to practice ownership via both practice acquisition due diligence and start-up. Her goal in the process is to continue that support through the practice ownership journey and is proud to have a client base of those she assisted at the very beginning. When working with aspiring and current practice owners, Angelisa utilizes an approach based upon the client’s personal and professional goals with a commitment to provide not just information; but to provide an understanding and a context to the information that the practice owner can use to help run their business and meet their financial goals. In order to achieve this approach, her engagements include regular, periodic meetings to review reports, monitor goals and plan. Services available for a practice owner include historical and industry benchmarking, cash flow planning, tax planning, employee compensation reviews, associate hiring and compensation calculations, tax strategy for practice buy in/out, scaling to multiple locations and planning/preparing financial records for practice sale.

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Attorneys

Mike Limsky & Stacy Dowling

Phone: (410) 363-4444
Email: mlimsky@swsl-law.com
Email: sdowling@swsl-law.com
Website: www.wlsdlaw.com

Michael R. Limsky and Stacie M. Dowling are among only a few dental-focused attorneys serving the greater Maryland, DC and Virginia region. Our team of dental transition professionals has assisted over a Thousand (1,000) dentists with their dental practice start-ups, acquisitions, and sales, and we continue to work with most of our clients on an ongoing basis to meet their continuing operational legal needs. We take a personalized and cost sensitive approach in meeting the needs of our clients.

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Philip Schwartz, Esq.

Phone (cell): (703) 472-7234
Phone (office): (703) 284-7290
Email: pschwartz@beankinney.com
Website: www.beankinney.com

For more than thirty years, Philip Schwartz has been assisting dentists and dental practices in Washington, D.C., Virginia and Maryland with their legal needs. In addition to representing dentists and practices involved in practice purchase/sale transactions, Phil regularly providers with their ongoing legal needs including drafting and negotiation of partnership and associate employment agreements, staff employment matters and general business and contract matters.

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Samuel N. Klewans & Michael W. Skerrit

Phone: (703) 615-2415
Phone: (703) 535-5383
Email: sklewans@k-slawyers.com
Email: mskerritt@k-slawyers.com
Website: k-slawyers.com

Samuel N. Klewans and Michael W. Skerritt have over 60 years of combined experience representing dentists and dental practices in the Virginia, Maryland, and D.C. region. Our practice entails representing dentists throughout the full business life cycle of their practices, from start-up to retirement. We have a particular focus on dental practice acquisition and sale transactions, having represented hundreds of purchasers and sellers, from small practices to multi-office practices, general and specialty practices, including Dental Service Organizations. We also form entities, prepare employment and independent contractor agreements, review existing employment and independent contractor agreements for individual providers, review commercial leases, facilitate mergers, resolve dental partner disputes, develop buy-sell agreements (shareholder agreements and operating agreements), and assist with other regular practice business matters on an ongoing basis. With our experience and network resources, we are able to provide comprehensive and cost-effective solutions for our dental client needs.

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Insurance

Andrew Gerner

Phone: (410) 752-3867
Email: eagerner@rktongue.com
Website: www.rktongue.com

“Brokers for all types of business insurance, benefits, and personal insurance. Endorsed by multiple dental associations to provide all of the insurance expertise and products a dentist needs from graduation to retirement and beyond.”

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Doug & Jack Kohlenstein

Phone: (443) 609-8006
Phone: (410) 404-1983
Email: doug@jlkinsurancegroup.com
Email: jack@jlkinsurancegroup.com
Website: www.jlkinsurancegroup.com

JLK Group is a family-owned independent insurance agency dedicated to serving the needs of businesses, professionals and families throughout MD, DC, DE, VA, PA and WV. As an independent agency, JLK Group has access to variety of insurance carriers to offer insurance solutions that best fit your needs. Working with our carrier partners, we have the unique ability to offer one point of contact to handle all of your practice, professional and personal insurance needs including professional liability (malpractice), business owners, workers compensation, life insurance, disability insurance, health insurance and more.

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Insurance Credentialing & Plan Review

Matt Veach

Phone: (303) 621-5387
Email: matt@veachconsulting.com
Website: www.ppoexperts.com

We’ve seen many practices struggle because they did not know how to competitively price their services and poorly negotiated reimbursement rates have them working harder for less. We’ve seen them spend precious time jumping through insurance hoops tying up essential cash flow. We set out to be the solution.

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Malika Azargoon

Phone: (703) 932-9633
Email: Malika@zardentalconsulting.com
Website: www.zardentalconsulting.com

Zar Dental Consulting, LLC is principally owned, founded and operated by Malika Azargoon. Through her passion of working with and understanding the importance of personnel in an office dynamic, Malika formed Zar Dental Consulting (“ZDC”). ZDC has helped over 140 dentists with their consulting needs. Malika built ZDC by modeling the principles she taught her client offices and has since provided a range of consulting services in three main areas: (1) for dental practice buyers who need help with successfully transitioning insurance, staff, patients and taking over an existing practice; (2) for dental practice start-ups needing help with everything including infrastructure support through opening; and (3) existing multi-practice clients who need help analyzing key performance indicators (“KPIs”) to position their offices for growth. For all three areas, Malika emphasizes leadership training to teach dentists how to effectively lead staff and patients.

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Financial Advisor

John Hasenberg, CRPC®, AAMS®, CPFA

Phone: (202) 893-5267
Email: john.hasenberg@ml.com
Website: https://fa.ml.com/district-of-columbia/washington/thhg/

John Hasenberg and his highly experienced team are one of the premier financial advisory teams for dentists in the Greater Washington area. Numerous dental professionals, their families and their employees depend on The Hasenberg Hartsock Group for help on a broad range of services, including: retirement plans, investing and wealth management strategies, financial planning, insurance strategies and support with practice mergers and buyouts.

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David Rauseo

Phone: (410) 812-4458
Email: drauseo@lenoxadvisors.com
Website: www.lenoxadvisors.com/about/our-team/advisors/david-rauseo/

For more than 20 years, David Rauseo has focused his practice on working with general & specialty dentists. David has extensive experience offering fee-based financial planning services, investment management services, retirement planning; including the establishment of 401(K) & Cash Balance plans as well as disability insurance, life insurance & long-term care insurance planning.

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Lease

Fletcher Gill

Phone: (240) 462-6008
Email: fletchergill@thegenaugroup.com
Website: www.thegenaugroup.com

The Genau Group is the only locally owned, and locally headquartered provider of medical arts real estate services and advisory for medical/dental tenants and buyers. We negotiate the most effective discounts and concessions from the landlord or seller. Our eight-person team is led by the owner and principal broker, Fletcher Gill and our director, Nora Bowen. We have over 100 years of combined experience and would be happy to help you with your commercial real estate needs in Washington DC, Maryland, and Virginia. Please reach out to us anytime for a private consultation and complimentary lease abstract!

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Personal & Practical Experience

Malika Azargoon

Phone: (703) 932-9633
Email: Malika@zardentalconsulting.com
Website: www.zardentalconsulting.com

Zar Dental Consulting, LLC is principally owned, founded and operated by Malika Azargoon. Through her passion of working with and understanding the importance of personnel in an office dynamic, Malika formed Zar Dental Consulting (“ZDC”). ZDC has helped over 140 dentists with their consulting needs. Malika built ZDC by modeling the principles she taught her client offices and has since provided a range of consulting services in three main areas: (1) for dental practice buyers who need help with successfully transitioning insurance, staff, patients and taking over an existing practice; (2) for dental practice start-ups needing help with everything including infrastructure support through opening; and (3) existing multi-practice clients who need help analyzing key performance indicators (“KPIs”) to position their offices for growth. For all three areas, Malika emphasizes leadership training to teach dentists how to effectively lead staff and patients.

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Dawn Resh

Phone: (410) 340-4010
Email: dresh@linkdhealthcare.com
Website: linkdhealthcare.com

Linkd Healthcare is a boutique consulting firm with expertise in helping dental practices achieve their short and long-term strategic vision and financial goals. We have helped practices of all sizes and specialties throughout the country successfully manage through significant change such as a practice acquisition or merger. We’ve also helped existing practices to transform their financial and operational standard operating protocols in order to reach their goals. Ask us to schedule a complimentary planning conference.

• Practice Transitions & Real Estate Counsel
• Practice Acquisition or Sale Preparation
• Practice HR and Compliance Counsel
• Practice Management Consultation including Clinical and Front Desk Systems and Training, Financial Management and Metrics, Revenue Cycle Management, Marketing, Human Resources Documents and Support, and Regulatory and Compliance Documentation and Training
• Insurance Fee Credentialing and Negotiations

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Construction/Office Upgrade Services

Robert Cassiano

Phone: (202) 940-5749
Email: info@libertycd.com
Website: www.libertycd.com

Liberty Construction specializes in building high-quality medical and dental offices in the DMV area. With 40 years of experience, we provide full-service construction, offering expert guidance from project conception to completion. We focus on delivering office spaces that are functional, comfortable, and tailored to meet the unique needs of our clients—on time and within budget.

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Business Services

April Boera

Phone: (443) 951-4942
Phone (mobile): (443) 306-1401
Email: aboera@fosterthomas.com
Website: www.fosterthomas.com

21 years of Fostering Business through HCM Consulting Services, April plays an integral role in the success of helping companies with their HR principles and building healthy, positive workplace cultures. April and her team bring vast knowledge in areas of HR Consulting (on site or virtual), HR Compliance (FMLA), HR Trainings (sexual harassment, drug free workplace, management) and HR projects (procedures manual development; employee handbook; audits); along with customizing Group Benefit packages and technology integration. FosterThomas supports firms in MD, DC, and VA. “Attract, retain and protect” your employees!

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Kevin McNamara, Key Account Manager

Phone: (410) 877-3625
Email: sales@dtctoday.com
Website: www.dtctoday.com

Founded on the concept of Family First, DTC is a qualified team of innovative problem solvers who are passionate about all things IT! We strive to be young at heart by continuing to attract and retain well rounded team members and remain a distinguished IT solutions provider to our clients. Our continuous success is evolving and ever changing. Years ago, it became apparent that even though we live in one of the most technologically advanced areas in the country, the options for IT support were not up to par. DTC, originally Dental Technology Center, began to focus on providing IT support to the dental community. What started out as a few clients quickly spread to hundreds of practices, eventually solidifying DTC as the largest dental IT support company in the Mid-Atlantic. Expanding outside of the dental sector, DTC continues to grow and so has our clientele. We now serve clients in all industries and are always looking for a new challenge. Our mission is to make IT work for you through innovative solutions and meaningful connections.At the end of the day, our goal is to make IT work, so you don’t have to.

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Taylor Cirbo, Client Services

Phone: (317) 549-5028
Email: taylor@apexpaymentsolutions.com
Website: www.apexpaymentsolutions.com

WHO WE ARE
We are a dentist-founded company that is dedicated to providing doctors with the tools they need to offer convenient and contactless payment options to their patients. Our goal is to provide the best value for payment processing to healthcare providers.
WHO WE SERVE
We strive to help every doctor increase collections, streamline operations, and reduce their overhead costs. Our payment platform and reliable customer support helps make day-to-day operations easier, so that doctors can focus on what’s truly important – their patients.

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