Jill Allen & Associates

What Jill Allen & Associates does

Jill Allen & Associates (JA&A) is a privately held orthodontic consulting firm founded in 2003 by Jill Allen and headquartered in Golden, Colorado. The firm delivers professional services to orthodontic practice owners across the full practice lifecycle, with three core verticals: start-up practices (expert support from vision through early growth), practice acquisitions (transition planning and integration), and established practices (operational efficiency, profitability, and team development). Services are delivered through a sales-led go-to-market motion that begins with a complimentary Zoom consultation, supported by active participation at AAO, WSO, WIO, and AAO Winter Conference events where founder Jill Allen regularly speaks.

The company operates a dual-tier service model. Full-service consulting engagements provide end-to-end, customized support on multi-year contracts. A-la-carte modules — including Phone Coaching, Sales Coaching, Patient Financials & Insurance Billing, Practice Marketing, and In-Office Workshops — allow practices to purchase targeted training on specific functions. In February 2025, JA&A acquired Communicate Excellence, adding the Communicate Excellence Academy as an exclusive self-paced digital training platform. The Hey Docs! podcast, ranked in the top 100 business podcasts on Apple Podcasts with over 2,000 monthly listeners, functions as a content, community, and lead-generation channel, with associated sponsorship revenue.

The firm has served 1,000+ clients, supported 350+ practice start-ups, and delivered 20,000+ training hours over its 20+ year history. Revenue derives primarily from professional services fees (consulting engagements, a-la-carte training, and speaking engagements), supplemented by podcast sponsorship revenue. Pricing is quote-based and not publicly disclosed. JA&A remains founder-owned and bootstrapped with no disclosed institutional investment or parent company affiliation.

Name

Jill Allen & Associates

Legal name

Jill Allen & Associates

Website

https://practiceresults.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Jill Allen & Associates is a privately held orthodontic consulting firm that delivers practice management, start-up, and acquisition consulting to orthodontic practice owners, supported by a-la-carte training modules, the Communicate Excellence Academy, and the Hey Docs! podcast.

Ownership category

akta.pro rank

Product category

Orthodontic Practice Consulting

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Comprehensive Orthodontic Clinics (HLABABAA)

akta.pro secondary industry

Orthodontic Group Practices (HLABAKAC)

Keywords

• Orthodontic consulting
• Practice management consulting
• Dental practice start-up
• Orthodontic training programs
• Practice acquisition advisory

Headquarters

HQ city

Golden

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Full-Service Orthodontic Consulting: Comprehensive consulting engagements for start-ups and practice acquisitions, providing end-to-end support from vision through early growth and optimization.
2. A-La-Carte Training Services: Specialized training modules available as self-paced or consultant-led engagements covering phone coaching, sales coaching, patient financials, marketing, and in-office workshops. Some offerings are available through the Communicate Excellence Academy.
3. Speaking Engagements: Jill Allen is available for booking as a dynamic speaker for events, conferences, and residency programs, providing orthodontic expertise, strategies, and industry insights.
4. Podcast Sponsorships: Hey Docs! podcast offers unique sponsorship opportunities that boost brand visibility and credibility in the orthodontic field.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Jill Allen & Associates is an orthodontic consulting firm that delivers practice management solutions to orthodontic practice owners across the full practice lifecycle. Core offerings include comprehensive consulting for start-up launches, acquisition transitions, and operational optimization of established practices, complemented by a-la-carte specialized training modules covering phone coaching, sales coaching, patient financials and insurance billing, practice marketing, and in-office workshops. The firm also monetizes a podcast (Hey Docs!) through sponsorships and provides founder-led speaking engagements at industry conferences.

Product overview

Jill Allen & Associates is an orthodontic consulting firm offering a dual-tier service model: Full Services for comprehensive consulting (start-ups, acquisitions, established practices) and A-La-Carte Services for targeted training modules. The portfolio includes Phone Coaching, Sales Coaching, Patient Financials & Insurance Billing, Practice Marketing, and In-Office Workshops. Following the February 2025 acquisition of Communicate Excellence, the company also offers the Communicate Excellence Academy for self-paced customer service training. The Hey Docs! Podcast serves as a content and thought leadership platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Full-Service Orthodontic Consulting Comprehensive orthodontic consulting engagement covering the full practice lifecycle: start-up launches (from vision through early growth and operational setup), practice acquisitions (acquisition tactics, planning, end-to-end stage support), and established practices (operational efficiency, profitability, team strengthening, scaling). Sold to orthodontic practice owners as a customized direct consulting engagement.
• Phone Coaching Specialized front desk training focused on tone, pacing, and active listening to ensure confident, conversion-ready phone conversations. Includes targeted scripts and real-world scenarios for successful call handling. Sold to orthodontic practices needing focused front-desk skill development.
• Sales Coaching Training for Treatment Coordinators building skills for connecting with patients, reading the room, presenting treatment persuasively, handling objections, and driving case acceptance. Sold as a standalone training service to orthodontic practices.
• Patient Financials & Insurance Billing Training for orthodontic financial coordinators covering patient account management, insurance billing, payment posting, claims processing, and follow-up best practices. Sold as a standalone training service to orthodontic practices.
• Practice Marketing Marketing consulting covering referral strategies, community outreach, and digital marketing to attract the right patients, boost visibility, build brand recognition, and drive practice growth. Sold as a standalone training service to orthodontic practices.
• In-Office Workshops Interactive, high-energy in-person sessions designed to strengthen team alignment and elevate patient experience through communication strategy, role-play, and group exercises. Sold to orthodontic practices as a focused workshop engagement.
• Communicate Excellence Academy Self-paced training modules focused on superior customer service and better patient relationships, covering winning calls, starts, and patient loyalty. Acquired by JA&A in February 2025 and available exclusively through JA&A via the academy.communicateexcellence.com login portal. Sold to orthodontic practices and individual team members seeking flexible, on-demand communication training.
• Speaking Engagements Jill Allen is available for booking as a speaker for orthodontic events, conferences (AAO Annual Session, WSO Annual Meeting, AAO Winter Conference, WIO), keynotes, and residency programs, providing orthodontic consulting expertise, practice growth strategies, and industry insights. Sold to conference organizers and educational institutions.

Quantifiable outcome

• 1000+ satisfied clients served
• +3 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Communicate ExcellencecoreStrategic or Co-development Partner · 6 February 2025Jill Allen & Associates officially acquired Communicate Excellence in February 2025. The Academy's self-paced training modules are now available exclusively through JA&A, providing flexible on-demand resources for teams to sharpen skills and boost confidence.
• Production Results MediacoreStrategic or Co-development PartnerProduction Results Media produces the Hey Docs! podcast for Jill Allen & Associates. Jordann Killion serves as Director of Operations at JA&A while also producing the podcast. Production Results Media offers podcast production services to others.
• Smiles Change LivesminorStrategic or Co-development PartnerNational orthodontic access-to-care program connecting families in need with orthodontists willing to provide treatment. JA&A supports the program and recommends orthodontists consider participating to give back while building their practice.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• The Madow Group: Dental practice management consulting, training, and content company serving both general dentists and orthodontists. Comparable as a content-led consulting competitor with overlapping training program offerings.
• Sandy Pardus / Classic Practice Resources: Dental front-office training and consulting services, including orthodontic practices. Comparable as a training-focused competitor in the same orthodontic back-office training category.
• Levin Group: Long-established dental and orthodontic practice management consulting firm offering strategic consulting, executive coaching, and masterclasses. Directly comparable as a consulting peer, though broader in scope (general dentistry plus orthodontics) and larger scale.
• Productive Dentist Academy: Dental practice consulting and training company offering coaching, workshops, and investment-grade practice methodology. Comparable as a consulting/training competitor with some ortho overlap but broader dental focus.

Others

• AADOM (American Association of Dental Office Management): Professional membership organization for dental office managers offering training, certification, and community. Comparable as an ecosystem enabler for the same practice owner/manager audience JA&A targets.
• Smiles Change Lives: National orthodontic access-to-care nonprofit that JA&A is already partnered with. Relevant as an ecosystem partner rather than a competitor, serving the same orthodontic practice community.

Direct peers

• Practice Dynamics: Orthodontic practice management consulting firm providing team training, systems, and operational support. Directly comparable offering similar services to orthodontic practice owners.
• James Martin & Associates (Ortho Practice Management): Orthodontic-specific consulting firm focused on practice growth, with similar positioning to JA&A in serving start-ups and established orthodontic practices. The closest direct competitor based on specialty alignment.

Emerging players

• Treatment Tracker (orthodontic patient engagement): Patient engagement and communication software for orthodontic practices, overlapping with JA&A's Communicate Excellence training themes around patient communication and case acceptance.
• Gaidge Analytics: Orthodontic practice analytics and benchmarking platform helping orthodontists track KPIs and growth. Comparable as it serves the same orthodontic practice owner customer base with adjacent practice management tooling.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@jillallenandassociates
• Facebookfacebook.com/JillAllenandAssociates
• LinkedInlinkedin.com/in/jilljallen
• Instagraminstagram.com/jillallenandassociates
• TikToktiktok.com/@jillallenandassoc

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jill Allen & Associates