Peniche & Associates
Peniche & Associates is a privately held orthodontic consulting firm founded in 1989 that provides proprietary consulting systems, workshop training, and virtual financial services to 800+ orthodontic and pediatric dental practices across the United States.
- Company typePrivate
- Founded1989
- HeadquartersGresham, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Peniche & Associates does
Peniche & Associates is a privately held orthodontic consulting firm founded in 1989 by LeeAnn Peniche and headquartered in Gresham, Oregon. The firm provides proprietary consulting services and training programs to orthodontic and pediatric dental practices across the United States, built around the "Peniche Systems" — a suite of methodologies covering case acceptance, new patient process, marketing, scheduling, clinical workflows, and financial management refined over 30+ years. LeeAnn Peniche is credited with inventing the Treatment Coordinator role and the Same Day Start concept, and the firm holds the #1 ranking for its Treatment Coordinator Intensive PLUS workshop for 15 consecutive years.
The firm's core offerings span two primary go-to-market motions: (1) Private Client Services, a subscription-style recurring engagement model in which a dedicated consultant provides an initial two-day on-site visit followed by quarterly follow-up visits and weekly/monthly accountability calls; and (2) Workshop training programs (TCI PLUS, Master Marketing Academy, Office Management Academy, YES Academy) delivered as two-day intensives in cities such as San Diego and Portland, with per-seat pricing of $975 (discounted to $875 for additional seats, with $1,000 off for teams of 8+). Complementary revenue streams include Virtual Financial Services (remote billing and insurance management on a managed-services basis), speaking engagements at hourly rates, and newer consulting practices for Start-Up practices, Clinical Efficiencies, and Pediatric Dentistry & Orthodontics.
The firm serves 800+ private-client orthodontic practices, has trained 10,000+ doctors and treatment coordinators nationwide, and is led by five executive partners. Distribution is direct enterprise field sales with nationwide coverage, supplemented by ecosystem partnerships with OrthoFi (LeeAnn Peniche is a founding investor), GAIDGE (whose KPI framework she defined), and Smile for a Lifetime Foundation (which she co-founded). Customer outcomes are measurable: clients reportedly achieve 80%+ case acceptance rates versus a 53% national average, reduce insurance delinquency to 4-5%, and generate 300+ Google reviews within 8 weeks.
Peniche & Associates firmographics
Firmographics- Name
- Peniche & Associates
- Legal name
- Peniche & Associates
- Website
- https://leeannpenicheandassociates.com
- Company type
- Private
- Founded year
- 1989
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Peniche & Associates is a privately held orthodontic consulting firm founded in 1989 that provides proprietary consulting systems, workshop training, and virtual financial services to 800+ orthodontic and pediatric dental practices across the United States.
- Ownership category
- akta.pro rank
Peniche & Associates industry classification
Industry- Product category
- Orthodontic Practice Consulting
- NAICS
- Other Management Consulting Services (541618)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Comprehensive Orthodontic Clinics (HLABABAA)
Keywords
Where Peniche & Associates is headquartered
LocationHeadquarters
- HQ city
- Gresham
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Peniche & Associates business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others, Technology or R&D, Infrastructure
Revenue model
- Private Client Consulting Services: Ongoing consulting engagement with dedicated consultant assigned to practice, including initial two-day on-site visit and follow-up visits every 4-6 months with weekly/monthly support calls
- Workshop Training Programs: Two-day intensive workshop programs (TCI, Master Marketing Academy, Office Management Academy, YES Academy) with per-seat pricing and group discounts. Includes post-workshop support ranging from 30 days to 4 months of follow-up coaching
- Speaking Engagements: Hourly rate-based speaking engagements where company principals (LeeAnn Peniche, Tony Peniche, Cindi James, Kristi) speak at industry conferences and events
- Virtual Financial Services: Remote billing and insurance management services for orthodontic practices seeking ongoing financial support without in-person consulting
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Treatment Coordinator Intensive PLUS - First Seat |
| One time/ perpetual license | Pay-as-you-go | Treatment Coordinator Intensive PLUS - Additional Seats |
| One time/ perpetual license | Pay-as-you-go | Team Discount - 8+ Attendees |
| Other | Pay-as-you-go | Speaking Engagement |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels7 records
Peniche & Associates product offering
Product offeringCore offering
Peniche & Associates is an orthodontic practice consulting firm that sells hands-on consulting services and standardized workshop training programs to orthodontic and pediatric dental practices. Its offerings include dedicated Private Client consulting engagements (on-site visits plus ongoing support), four flagship workshop academies (Treatment Coordinator Intensive PLUS, Master Marketing Academy, Office Management Academy, YES Academy), and Virtual Financial Services for remote billing and insurance management. The firm's value is delivered through proprietary "Peniche Systems" methodologies refined over 30+ years.
Product overview
Peniche & Associates is an orthodontic consulting firm offering a portfolio of proprietary training programs and consulting services. The core educational offerings include the Treatment Coordinator Intensive PLUS™, Master Marketing Academy™, Office Management Academy™, and YES Academy™ workshops. These are complemented by consulting services spanning Case Acceptance, Marketing & Branding, Practice Management, Financial Management, Virtual Financial Services, Clinical Efficiencies, Pediatric Dentistry & Orthodontics, Scheduling, Startup Consulting, and Private Client Services. The programs work together to provide orthodontic practices with a comprehensive ecosystem of hands-on training, proprietary systems, and ongoing support designed to increase case acceptance, improve operational efficiency, and drive practice growth.
Differentiator
Problem solved
Functional benefit
Brands
- Treatment Coordinator Intensive PLUS™: A two-day workshop for orthodontic teams to master case acceptance and the new patient process, recognized as #1 TC workshop in orthodontics for 15 years.
- Master Marketing Academy™
- Office Management Academy™
- YES Academy™
Products and services
- Treatment Coordinator Intensive PLUS™ A two-day workshop training orthodontic teams on case acceptance, turning exams into starts, and creating exceptional new patient experiences through proprietary Peniche Systems, scripting, and role-play exercises. Targeted at orthodontic treatment coordinators and practice teams nationwide.
- Master Marketing Academy™ A two-day marketing training workshop for orthodontic and pediatric dental practices covering new patient acquisition, referral generation, Google review momentum, social media content creation, AI marketing tools, and annual marketing calendar development.
- Office Management Academy™ A two-day workshop for orthodontic practice executives teaching the business of orthodontics, team building, hiring, performance standards, financial systems, and practice management leadership; limited to 14 students per cohort.
- YES Academy™ Sales training academy designed to train orthodontic Treatment Coordinators to turn exams into starts, increase case acceptance, identify and remove obstacles, and maximize new patient exam scheduling.
- Private Client Services On-site, recurring consulting engagement with a dedicated consultant assigned to the practice. Begins with an initial two-day visit and continues with follow-up visits every four to six months, weekly/monthly accountability calls, and full access to proprietary Peniche Systems for case acceptance, marketing, scheduling, clinical workflows, and financial management.
- Virtual Financial Services Remote financial consulting providing financial performance analysis, budgeting, cash flow management, KPI tracking, insurance billing and collections, and strategic planning for orthodontic practices nationwide.
- Startup Consulting Comprehensive consulting for launching new orthodontic practices, including location analysis, office design, staffing, systems implementation, and marketing strategy. Targeted at doctors transitioning to private practice ownership or opening a de novo office.
Quantifiable outcome
- Case acceptance rates increase from 53% national average to 80%+ for Peniche clients
- +6 more outcomes
Companies that use Peniche & Associates
Customer profileNamed customers13 records
Segments3 records
Ideal customer profiles3 records
Peniche & Associates technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Peniche & Associates partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- OrthoFicoreFeatured content partnership with LeeAnn Peniche appearing on OrthoFi's SpotOn Data-Driven Education series and Fast Track to Success 2026 conference. LeeAnn Peniche is a founding investor in OrthoFi.
- GAIDGEcoreLeeAnn Peniche defined the framework for GAIDGE's orthodontic KPI and tracking systems. GAIDGE provides data-driven education and benchmarking tools for orthodontic practices.
- Smile for a Lifetime FoundationminorLeeAnn Peniche is Co-Founder of Smile For A Lifetime Foundation, a non-profit organization providing underprivileged children with orthodontic care free of charge through participating orthodontists across the country.
- MASO (Mid Atlantic Society of Orthodontists)minorPeniche & Associates exhibiting and presenting at MASO 2026 Annual Session in Atlantic City, NJ (September 17-20, 2026)
- DentalMonitoringminorPeniche team members Tony Peniche and Cindi James presenting at DentalMonitoring Summit 2026 in Dallas, TX
- NESO (Northeastern Society of Orthodontists)minorPeniche & Associates presenting at NESO event November 6-7, 2026 in Boston, MA
- WOCON (Women in Orthodontics)minorPeniche & Associates presenting at WOCON Annual Session October 1-4, 2026 in Monterey, CA
Scale indicators11 records
Recent moves6 records
Expansion highlights6 records
Peniche & Associates competitors and assessment
Company assessmentDirect peers
- Jameson Management: A long-established dental and orthodontic practice management consulting firm providing coaching, systems, and operational support to practices — directly comparable to Peniche's private client services and workshop offerings.
- BSM Consulting: Dental practice management consultancy offering consulting, transition planning, and team training for dental and orthodontic practices, overlapping Peniche's practice management and start-up consulting lines.
- The Pride Institute: Dental practice management consulting and leadership education firm serving dentists and specialists, comparable to Peniche's executive/office management training programs.
- Productive Dentist Academy (PDA): Dental practice management and consulting firm offering workshops, coaching, and systems to improve production, case acceptance, and team performance, directly comparable to Peniche's workshop and consulting model.
Emerging players
- OrthoFi: Orthodontic practice management and patient financing software platform; Peniche is a founding investor and content partner, but OrthoFi increasingly embeds case-presentation and workflow tooling that competes with consulting services.
- GAIDGE: Orthodontic KPI benchmarking and data analytics platform whose framework was defined by Peniche; an emerging software alternative that addresses some of the same operational improvement outcomes Peniche delivers through consulting.
- Dental Intelligence: Dental practice analytics and patient engagement software; an emerging software alternative for KPI tracking and operational improvement that competes with elements of Peniche's consulting value proposition.
Broad incumbents
- Spear Education: Large dental continuing-education and practice growth provider with workshops, online learning, and consulting, overlapping with Peniche's workshop-based training and practice management services at a broader dental (not orthodontic-specific) scale.
- Henry Schein One: Major dental practice management software and services provider; broader portfolio player whose tools and embedded services compete with portions of Peniche's marketing, scheduling, and practice management offerings.
Others
- Weave: Patient communication and practice growth software for dental and orthodontic offices; adjacent to Peniche's marketing and patient acquisition systems, providing tools that practices can deploy instead of hiring consultants.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Peniche & Associates social profiles
Digital presencePeniche & Associates financial estimates
Financial estimateRevenue estimate
Valuation estimate
Peniche & Associates leadership team
Management profileNumber of profiles
Profiles5 records
Peniche & Associates funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Peniche & Associates M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Peniche & Associates
What does Peniche & Associates do?
Peniche & Associates is an orthodontic practice consulting firm that sells hands-on consulting services and standardized workshop training programs to orthodontic and pediatric dental practices. Its offerings include dedicated Private Client consulting engagements (on-site visits plus ongoing support), four flagship workshop academies (Treatment Coordinator Intensive PLUS, Master Marketing Academy, Office Management Academy, YES Academy), and Virtual Financial Services for remote billing and insurance management. The firm's value is delivered through proprietary "Peniche Systems" methodologies refined over 30+ years.
Is Peniche & Associates a public or private company?
Peniche & Associates is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Peniche & Associates founded?
Peniche & Associates was founded in 1989. It employs 11 to 50 people.
Where is Peniche & Associates based?
Peniche & Associates is headquartered in Gresham, United States, in the North America region.
How does Peniche & Associates make money?
Four revenue lines are on record. Private Client Consulting Services are the primary driver. The others are workshop Training Programs, speaking Engagements and virtual Financial Services.
Who are Peniche & Associates's main competitors?
Direct peers on record are Jameson Management, BSM Consulting, The Pride Institute and Productive Dentist Academy (PDA). Emerging players are OrthoFi, GAIDGE and Dental Intelligence. Broad incumbents are Spear Education and Henry Schein One. Weave is listed as an others.
Does Peniche & Associates have an API?
No public API is recorded for Peniche & Associates.
What industry is Peniche & Associates in?
Peniche & Associates's product category is Orthodontic Practice Consulting. Its primary akta.pro industry code is HLABABAA, Comprehensive Orthodontic Clinics. Its NAICS code is 541618 and its SIC code is 8742.