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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 (3) Balmer-Etienne AG (CHE-393.294.581) in Hünenberg (ZG)
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 27  (28.33 audit engagements per employee on average)
Auditor Statistics

Average engagement duration: 10 years (max.: 31.7 years)

Total number of statutory audit engagements: 765 (Ranked #9 in Switzerland)

Change in number of audit engagements: +11 (since 31.12.2023), +17 (over the last 12 months)

Number of audit clients listed on a Swiss stock exchange: 4 (thereof 0 in the SMI, 0 in the SMI Expanded and 1 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 17 1 11 9 6 9 2 6 149 2 32 8 8 5 13 5 2 5 3 61 146 500
Limited liability company 1       9       7                     10 13 40
Foundation 5   4 1 5 1   2 73   15 3 4   11       1 9 44 178
Cooperative     1   2       7               1       4 15
Association     1     1     4   1       5         1 8 21
Special legal forms     1           3   2                 2 3 11
∑ 23 1 18 10 22 11 2 8 243 2 50 11 12 5 29 5 3 5 4 83 218 765

This audit firm is recorded as statutory auditor for 256 deleted entities. These are not included in the table above.

Display client list

Audit Engagements by Branch Office

The 765 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 9 8 2 2 235 2 20 4 7 5 23 1 1 2 3 72 74 517
Stans                 3   30 6         1         40
Zürich 2   2 1 13 3   6 5     1 5   6 4 1 3 1 11 144 208
∑ 23 1 18 10 22 11 2 8 243 2 50 11 12 5 29 5 3 5 4 83 218 765

Show client list for Luzern, Stans, Zürich.

Related audit firms

Network:

Total number of audit engagements across the network: 1'107

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
Integral Stiftung für die berufliche Vorsorge CHE-114.786.672 Chur 17.04.2024 Auditor switch Luzern
MW Storage Suomi THREE AG CHE-319.345.690 Zug 16.04.2024 First auditor Luzern
MW Storage Suomi TWO AG CHE-188.539.681 Zug 02.04.2024 First auditor Luzern
Spitex ALOHA GmbH CHE-339.900.643 Basel 02.04.2024 First auditor Luzern
Bridge Legal Services GmbH CHE-225.055.774 Zug 04.03.2024 First auditor 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
Buzz Entertainment AG CHE-101.516.301 Uster 13.02.2024 Auditor switch Zürich
Hinno AG CHE-100.215.481 Baar 02.02.2024 Auditor switch Luzern
St. Wendelin AG CHE-101.640.088 Risch 02.02.2024 Discontinued Luzern
Achermann Walter Immobilien AG CHE-106.902.634 Buochs 22.01.2024 Auditor switch Stans
Schule für individuelles Lernen S i L AG CHE-104.942.539 Birmensdorf (ZH) 27.12.2023 Opting-out Zürich