Advisory
Your business in focus, your numbers under control
Big decisions need honest answers.
Succession – Restructuring – Sale
These are decisions with long-term consequences.
Here you need a partner who understands your business, knows the options, and honestly tells you what makes sense.
Since 2006, we have been guiding entrepreneurs through change processes.
We advise on commercial and strategic matters – not legal.
For legal questions, we work with specialized lawyers from our network.
With four locations (Baar, Zurich, Lugano, Liechtenstein) and 20 years in business, we advise
SMEs | Crypto companies | Private individuals | Family Offices.
Excellent in our work and close to our clients – with a management team that is directly accessible.
What we advise you on
SUCCESSION PLANNING
- Analysis of the current situation and options
- Family-internal succession vs. sale
- Business valuation
- Support during the handover process
- Tax optimization of the succession
RESTRUCTURING
- Reorganization of corporate structures
- Merger, demerger, conversion
- Optimization of group structure
- Support during restructurings
BUSINESS VALUATION
- Valuation for purchase, sale, or succession
- Various valuation methods (DCF, earnings value, asset value)
- Expert opinions for negotiations or tax purposes
M&A ADVISORY
- Support with company acquisitions and sales
- Due diligence (commercial and tax)
- Support with contract negotiations
- Post-merger integration
STRATEGIC ADVISORY
- Business plans and financing concepts
- Strategic realignment
- Risk management
- Support in change processes
MUTARA at a Glance
Years in Business
Years Combined Team Experience
Baar – Zürich – Lugano
Liechtenstein (Balzers)
As a pearl in the fiduciary industry, we combine client proximity with excellence
Honesty
Not every idea is a good idea. We tell you what we really think – even if it’s uncomfortable.
Independent
We don’t sell products and have no hidden interests. Only yours.
Experienced
Succession, M&A, restructuring – we have guided these processes many times.
Well-connected
For legal or specialized questions, we have a network of lawyers and specialists.
Get started easily – relief in 3 steps
1
Initial consultation
We listen and understand your situation. Free, no obligation.
2
Proposal
Clear services, clear prices.
3
Collaboration
You have a dedicated contact person. We get started.
Get in touch with us
🇱🇮 +423 377 07 77 | liechtenstein@mutara.li
Monday to Friday: 07:30–12:00 and 13:00–17:30