Services
KM Consulting – Legal & Financial Advisory | Switzerland
Services tailored to private individuals, self-employed professionals, entrepreneurs, investors and companies
KM Consulting supports private individuals, self-employed professionals, entrepreneurs, executives, investors and companies in the analysis, structuring and resolution of private, professional, financial, commercial, legal or administrative situations.
Our objective is to provide a clear, structured and confidential perspective in order to help our clients understand their situation, prepare their decisions, secure their steps and develop their projects.
We assist both with occasional needs of private individuals and with more comprehensive support related to business projects, negotiations, partnerships or commercial opportunities in Switzerland and internationally.
Analysis of private and professional files
KM Consulting analyses personal, family, administrative, financial or professional situations in order to identify risks, priorities, necessary documents and possible options.
We can assist in particular with:
• analysis of documents, contracts, letters or decisions
• preparation of written replies
• clarification of a complex situation
• organisation of a file before transmission to a lawyer, fiduciary, insurance company, bank or authority
• preparation of arguments, timelines and supporting documents
• support in understanding the steps to be taken
This service is particularly intended for private individuals and small clients who wish to obtain a clear analysis before taking action.
Drafting and review of documents
KM Consulting prepares, reviews and structures various types of private, professional or commercial documents.
We can assist in particular with the drafting or review of:
• simple contracts
• confidentiality agreements
• formal letters
• formal notices
• replies to administrations, insurance companies, banks or partners
• explanatory files
• commercial proposals
• negotiation documents
• letters of intent or preliminary agreements
• preparatory documents for a collaboration or partnership
The objective is to produce clear, coherent, well-structured documents adapted to the specific context.
Strategic legal and administrative support
KM Consulting provides non-judicial legal and administrative support, mainly focused on analysis, preparation, structuring and strategy.
We can assist in situations related to:
• private or commercial contracts
• leases and rental relationships
• disputes between private individuals or partners
• administrative issues
• situations involving insurance companies, banks or creditors
• preparation of files before proceedings
• requests, claims or disputes
• organisation of documents and arguments
• strategic support before consulting a lawyer
KM Consulting does not act as a law firm and does not officially represent clients before courts. Where the situation requires it, we can help prepare the file before it is transmitted to a competent professional.
Financial advisory and project structuring
KM Consulting supports private individuals, self-employed professionals, entrepreneurs and companies in the financial analysis of situations or projects.
Our support may cover:
• analysis of opportunities
• preparation of financial files
• clarification of economic risks
• project structuring
• estimation of costs, margins or financing needs
• profitability analysis
• preparation of investment or development decisions
• support in relations with banks, fiduciaries or financial partners
The approach aims to make figures more understandable, risks clearer and decisions more structured.
Strategic advisory and business development
KM Consulting supports self-employed professionals, entrepreneurs, executives and small companies in their reflections on development, structuring and growth.
We can assist in particular with:
• development strategy
• commercial positioning
• optimisation of an existing activity
• structuring of an offer
• preparation of a new project
• analysis of strengths, weaknesses, risks and opportunities
• organisation of priorities
• preparation of a concrete action plan
• support in important decisions
This service is intended both for small structures and for entrepreneurs who wish to develop an activity in a more professional way.
Commercial negotiation and partnerships
KM Consulting supports its clients in the preparation and conduct of commercial or partnership negotiations.
We can assist in particular with:
• preparation of a negotiation strategy
• analysis of the interests of the parties
• structuring of a proposal
• drafting or review of preparatory agreements
• confidentiality agreements
• commercial partnerships
• sensitive collaborations
• discussions with suppliers, clients, investors or intermediaries
• securing exchanges before any binding commitment
The objective is to help the client negotiate with greater clarity, method and protection.
International Advisory / Import-Export
KM Consulting supports the development of international business relationships, particularly for projects between Switzerland, Europe and other international markets.
Our services may include:
• search for partners
• identification of suppliers, buyers or distributors
• preparation of commercial files
• analysis of risks related to an international relationship
• support in import-export projects
• preparation of presentations or commercial proposals
• structuring of cross-border collaborations
• follow-up of exchanges and coordination between the parties
This service is intended for clients wishing to develop an activity, partnership or commercial opportunity beyond the local market.
M&A, acquisitions, sales and business opportunities
KM Consulting supports the preparation of acquisition, sale, partnership or business combination projects.
We can assist during the preparatory stages related to:
• analysis of an opportunity
• preparation of a presentation file
• coordination of available information
• analysis of the main risks
• preparation of a negotiation
• confidentiality agreement
• structuring of a proposal
• strategic support before a decision
• coordination with lawyers, fiduciaries, tax advisors or other specialists if necessary
KM Consulting’s support aims to make the project clearer, better prepared and more secure before any important commitment.
Risk prevention and sensitive situations
KM Consulting also assists in complex or sensitive situations requiring discretion, method and anticipation.
This may concern:
• private or professional conflicts
• contractual tensions
• financial risks
• issues with creditors or partners
• administrative or tax risks
• sensitive banking relationships
• preparation of evidence and documents
• situations requiring a strategy before taking action
• support before specialised consultation
The objective is to avoid rushed decisions, structure the information and prepare a coherent response.
Coordination with specialised professionals
When a file requires the involvement of a lawyer, fiduciary, tax advisor, notary, bank, insurance company or another specialist, KM Consulting can help the client prepare and organise the necessary elements.
We can in particular:
• prepare a clear summary of the file
• organise the important documents
• prepare a timeline
• identify the questions to ask
• prepare the points to be checked
• facilitate understanding between the client and the appointed professional
This approach often helps save time, reduce misunderstandings and arrive better prepared when consulting specialists.
For whom?
KM Consulting is intended in particular for:
• private individuals needing file analysis or administrative support
• persons facing a complex contractual, financial or private situation
• self-employed professionals and small companies
• entrepreneurs and executives
• private investors
• companies wishing to structure a project or negotiation
• Swiss or international business partners
• clients wishing to prepare a file before consulting a lawyer, fiduciary or another professional
Our method
Each mandate is handled with a personalised, confidential and structured approach.
Our method is based on:
• understanding the situation
• analysing the available documents
• identifying risks and priorities
• preparing a clear strategy
• drafting or structuring the necessary documents
• support in the next steps
• respect for the Swiss legal framework
• confidentiality of the information transmitted
First confidential exchange
Would you like to have a private situation analysed, prepare a letter, structure a file, develop a professional project or discuss a commercial opportunity?
KM Consulting supports you with a confidential, pragmatic and solution-oriented approach.
Contact us for an initial confidential analysis.