Trusted advisors serving organizations in the Maritimes and beyond.
McKim and Associates employs the FLO Method (Finding Links Operationally) to help you achieve your goals through consistent alignment of planning, engagement strategies, and communication. We identify the most critical measures of progress and develop key performance indicators to ensure objectives are met efficiently.
We partner with a diverse range of organizations of private, not-for-profits, and government agencies—providing specialized expertise in service and operational excellence, acquisition assessment, change management implementation, market development strategies, and leadership and management training.
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Succession Planning & Valuation
Succession planning is one of the most critical steps in protecting the value, stability, and future of a business or organization. Whether the goal is to transfer leadership to family, develop an internal successor, or prepare for an outright sale, the process requires clear planning well before a transition occurs.
A strong succession plan helps preserve organizational knowledge, strengthen buyer or successor confidence, reduce disruption, and protect long-term value. Without preparation, transitions can create uncertainty for staff, clients, funders, lenders, and potential purchasers.
Effective planning also improves market positioning. A business or organization that can demonstrate clear leadership structure, reliable processes, strong financial understanding, and sustainable operations is better prepared for sale, transition, or continued growth.
McKim and Associates brings extensive experience in business valuation, transition planning, organizational positioning, and succession support. We help owners and leaders prepare for both immediate transition needs and long-term organizational longevity.
Business Recovery Planning
The continual changing and challenging market situations are calling for a different approach for all organizations as volatile regional, national and world events have caused organizations to enter situations previously unknown. McKim and Associates has tremendous insight and expertise in business development to uncover both opportunities and potential threats.
Performance Indicators That Drive Action
Measuring progress is essential to effective business management. However, too many measures — or the wrong ones — can slow decision-making, frustrate teams, and weaken trust.
Today’s organizations need information that is timely, relevant, accurate, and easy to use. The right measures create clarity, strengthen accountability, and support better decisions without overwhelming staff or leadership.
McKim and Associates helps organizations identify the critical measures that matter most and turn them into practical tools for tracking progress and improving performance.
KPI Dashboards
Know what you need to measure and how to measure it
Review/Audit
What technology is being utilized in the daily business?
What is being used in the industry?
Is there something effective from other industries?
Financial Projections & Planning
Seeking investors or monies for expansion or acquisition? Planning for the future requires solid market assessment and growth projections. When this information is not readily accessible, the market is new or too small to have formal market stats, we specialize in gathering and creating operational financial assessments to ensure you have the information you need in language you understand to make informed decisions.
Market Positioning
Success is not only about where your organization has been — it is about knowing where it needs to go next. Many organizations work hard without clearly defining how success will be measured or when a change in direction is required.
Without a clear destination, any path may seem acceptable, but not every path leads to the right result.
McKim and Associates helps organizations assess their current market position, clarify where they want to go, and define the pathway, decision points, and measures needed to move forward with confidence.
Staff Training
Good staff is hard to find and harder to retain. The cost of staff turnover can be as high as 30% of the positions salary. Improving effectiveness and reducing staff frustration requires excellent onboarding and training. Many new managers struggle and may fail without proper leadership basics. Our team specializes in focusing on the core needs and development programs to ensure your team can adjust to changing requirements.
Management
How do you identify the right candidates?
How are they being developed for the future?
The short, medium and long-term path for recruitment growth
Staff
Is there an opportunity for progression in the company?
Is it clear how I will be evaluated?
Is there a program to continue my personal development?
Sales
Is the compensation program effective to reach the objectives?
Does it reward producers? Newcomers?
Is it transparent and fair?