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Fact Sheet Balmer-Etienne AG

Core Company Information
Company Name Balmer-Etienne AG
UID CHE-107.252.508
Alternative / previous Names Balmer-Etienne AG Luzern (until 16.08.2007)
Balmer-Etienne Treuhand AG (until 31.08.2001)
Balmer-Etienne Treuhand AG Luzern
W. Balmer-Etienne Treuhand AG Luzern, Balmer-Etienne, Treuhand AG Luzern (until 09.09.1999)
Domicile Luzern
Canton LU
Legal Form Limited corporation
Firm Inscription Date 24.12.1960
Website https://balmer-etienne.ch/
Takeovers: Betag Revision AG (CHE-100.459.942), per 24.06.2014
Jöhl + Partner AG (CHE-101.614.725), per 15.05.2008
Tre Innova Treuhand AG (CHE-103.638.085), per 05.04.2023
Wehrli Treuhand AG (CHE-106.304.893), per 16.07.2003
Linfield Trust Company AG (CHE-106.425.976), per 30.01.2019
Balmer-Etienne AG Stans (CHE-106.905.288), per 20.06.2008
Balmer-Etienne AG Zürich (CHE-107.846.352), per 20.06.2008
FAOA Information
FAOA ID 500762
RAB Permission state-regulated audit firm
FAOA License active (since 07.12.2007)
Link to FAOA website View auditor profile at FAOA
Branch offices (2) Balmer-Etienne AG (CHE-330.056.840) in Stans (NW)
Balmer-Etienne AG (CHE-258.485.259) in Zürich (ZH)
Membership in Associations EXPERTsuisse
Number of auditors with permission 25  (29.84 audit engagements per employee on average)
Auditor Statistics

Average engagement duration: 10 years (max.: 31.3 years)

Total number of statutory audit engagements: 746 (Ranked #9 in Switzerland)

Change in number of audit engagements: +16 (since 31.12.2022), +21 (over the last 12 months)

Number of audit clients listed on a Swiss stock exchange: 3 (thereof 0 in the SMI, 0 in the SMI Expanded and 0 in the SPI)

Details regarding the distribution of the audit engagements across legal forms and cantons are depicted in the table below.

  AG AR BE BL BS GE GL GR LU NE NW OW SG SO SZ TG UR VD VS ZG ZH ∑
Limited corporation 16 1 11 9 6 9 2 5 145 1 33 8 8 5 12 5 2 4 3 59 147 491
Limited liability company 1       8       6                     9 11 35
Foundation 5   4 1 5 1   1 72   15 3 5   11       1 8 44 176
Cooperative     1   2       7               1       4 15
Association     1     1     4   1       5         1 7 20
Special legal forms     1           3   2                 1 2 9
∑ 22 1 18 10 21 11 2 6 237 1 51 11 13 5 28 5 3 4 4 78 215 746

This audit firm is recorded as statutory auditor for 253 deleted entities. These are not included in the table above.

Display client list

Audit Engagements by Branch Office

The 746 statutory audits are performed by the branch offices as indicated in the table below.

  AG AR BE BL BS GE GL GR LU NE NW OW SG SO SZ TG UR VD VS ZG ZH ∑
Luzern 21 1 16 9 8 8 2   229 1 20 4 8 5 23 1 1 1 3 68 72 501
Stans                 3   31 6         1         41
Zürich 1   2 1 13 3   6 5     1 5   5 4 1 3 1 10 143 204
∑ 22 1 18 10 21 11 2 6 237 1 51 11 13 5 28 5 3 4 4 78 215 746

Show client list for Luzern, Stans, Zürich.

Related audit firms

Network:

Total number of audit engagements across the network: 746

Direct personal relationship:

Further connections:

Latest audit engagements
These are this auditor's latest audit engagements.
 
Client Name Client UID Domicile Start Date Type of switch Auditor Branch
EXPERTsuisse AG CHE-105.155.260 Zürich 29.11.2023 Auditor switch Luzern
Spitex Ländli GmbH CHE-109.281.923 Oberägeri 28.11.2023 Auditor switch Luzern
Estermann Baumanagement GmbH CHE-110.310.508 Geuensee 20.11.2023 Auditor switch Luzern
Estermann Holding AG CHE-111.778.512 Sursee 20.11.2023 Auditor switch Luzern
Estermann AG CHE-111.717.166 Geuensee 09.11.2023 Auditor switch Luzern
Discontinued audit engagements
The following audit engagements were lost recently, either to a competitor, due to auditor resignation or due to an opting out.
 
Client Name Client UID Domicile End Date Reason Auditor Branch
Oskar Rüegg AG CHE-113.080.026 Rapperswil-Jona 08.12.2023 Auditor switch Luzern
Oskar Rüegg Holding AG CHE-167.514.385 Rapperswil-Jona 08.12.2023 Auditor switch Luzern
Stiftung Herbert und Helene von Moos-Neumann CHE-103.928.181 Luzern 04.12.2023 Auditor switch Luzern
Bergbahnen Beckenried-Emmetten AG CHE-106.078.484 Beckenried 16.11.2023 Auditor switch Stans
Zürichparis AG CHE-100.740.712 Zürich 13.11.2023 Auditor switch Zürich