When the Montana Academy Foundation Board of Directors realized that our school was not financially viable, we were faced with the stark choice of closing the school or finding a suitable partner. Within a month of retaining Glick & Davis, they had scanned the landscape for possible targets for a merger or an acquisition and led us in negotiations with an organization interested in acquiring the school. Despite a variety of complications that often felt overwhelming to me, Jan and Tim delivered a successful conclusion, one that our board could never have achieved on our own. Going into the process, we Directors had two priorities: 1) provide continuity of care for our students and their families; 2) preserve the livelihoods of nearly fifty employees. Thanks to Jan and Tim, we achieved both. These guys are very, very good at what they do.

I want to give special thanks to Mr. Jan Glick & Mr. Heyward Watson for your immense support and commitment to build this organization.  Beyond facilitation of an excellent Executive Search, their guidance significantly strengthened both our governance and our operations. We could not have accomplished this much without you.

Residence XII provided residential treatment for women with substance abuse problems for over 40 years. In our last few years, our annual budget deficit grew, putting our viability in jeopardy. When we found Jan Glick & Associates in 2018, we were in deep red ink. JGA guided our board and staff gracefully through a series of turnaround and merger options and decisions, supporting us at each, which eventually led to a terrific outcome. I can’t stress enough how traumatic this could have been for us and how JGA’s methodical and systematic help supported our options analysis in a positive way. Working with Tim Davis and Newport Academy, our mission and all of our services not only continued, but were expanded with Newport’s much greater capacity and size.

Jan and his book gave us the gift of clarity. The path to turnaround wasn’t complicated, but it did require us to make the bold and uncomfortable choice to leave our physical space. After Jan helped us negotiate to exit our lease, we are moving forward more sustainably, even while navigating an international pandemic. There’s still a long way to go, but we now have a better understanding of how we got here, realistic goals for growth, and a renewed commitment to the mission and programs that make us who we are.

I don’t think our search could have been run more effectively! The partnership between Glick, Davis & Associates and Third Sector Company was excellent. Jan Glick & team skillfully guided us through the process, including outreach to and screening of candidates, thorough reference checks, and insightful facilitation of interviews.

Glick Davis & Associates guided and coached us through the processes of developing a letter of intent, structuring an agreement, and negotiating the details of an excellent agreement.  We now have a legal affiliation with MultiCare Health System and are happily discovering how to be even better as a partnership than I had hoped could be possible.  If you are considering a similar journey I highly recommend Glick & Associates as thoroughly professional, personable, experienced, resourceful and tactful experts to help you succeed.

On behalf Seattle Colleges Board of Trustees, my staff, and all foundation volunteers, I want to thank Glick Davis & Associates for effective and professional assistance to our work of integrating our separate college philanthropic foundations into a single foundation over the past 12 months. The depth and breadth of your experience with non-profit mergers, your combined skills skills in bringing people together and threading difficult but candid conversations with diverse perspectives, and your styles have proven to be just what we needed for this work.

At Social Venture Partners, Glick Davis & Associates kept our Executive search focused and on-track. His emphasis on change management made what can be a difficult transition following a founding Executive, much smoother. We are grateful for his help.

We are fortunate that Glick Davis & Associates was recommended to us. Their approach helped us to listen to each other, facilitated our conversation and used our energies effectively to lead us through our reinvention process. Jan has an ability to create space for the difficult conversations that lead to growth. We would not be where we are today without Glick Davis & Associates' assistance. We wholeheartedly recommend Glick & Associates as a consultant for organizations that want to adapt to these challenging times while being true to their history, values and vision.

View this video review by Jim Lombardo

Our department had been grappling with escalating utility costs for many years. Glick Davis & Associates quickly and collaboratively assessed our situation, designed a process and developed a strategic plan that addressed our department’s barriers and opportunities.  Glick Davis & Associates then conveyed the essential elements of the necessary changes clearly and compellingly to internal and external stakeholders in order to build buy-in to the initiative.  Glick & Associates achieved powerful results and buy-in to change initiatives--a rare combination for a consulting company in the public sector.

View this video review by Kathy Thamm

Our board and staff loved how Jan kept us focused on the most critical strategic issues within the business planning process. He also seamlessly facilitated the Executive Director succession, balancing the interests of the board with those of the incoming and outgoing Directors. As a new Executive Director myself, Jan’s insightful coaching has given me the tools to better develop and empower my staff in order to meet the business plan’s objective of being an industry leader.

Glick Davis & Associates was instrumental in encouraging our Board to do what we knew had to be done. With their guidance and motivation, our Board was able to find the strength, energy, and confidence to make bold moves in the areas of policy, structure, financial oversight, event management, and succession planning, that all contributed to our "turnaround" and assurance of continued success. Thanks, Jan!

We are transforming the agency – its culture, its yearly expectations and reaching the goal for a sustainable future. None of this could have occurred without the persistence and pressure imposed by Glick Davis & Associates, our consultant for the project.

Glick Davis & Associates did an outstanding job of aligning our board of trustees toward common strategic goals, helping the board articulate their goals using clear and inspirational language.  Glick Davis & Associates' unique ability to achieve consensus among diverse groups created a positive space for the board to voice their ideas and better understand how to achieve those goals in tandem with staff members.

I registered for the Executive Leadership Institute with my usual reservations. However, my time in the Institute and coaching from Jan, of Glick Davis & Associates, have given me a new awakening to lead my board, staff and agency to greater places.

Jan's individual coaching sessions bring leadership back into focus for me and assures that the leadership role, which is so critical to the success of my organization, remains foremost in my mind. Jan's quiet reflective style and his long experience in the business world enables him to be supportive at the same time he asks the tough questions, pushing me to successfully confront my most difficult leadership challenges. Jan's coaching pulled it altogether, making the experience truly transformative and enabling me to really internalize and use the skills I learned in class.