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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
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  (28.30 audit engagements per employee on average)
Auditor Statistics

Average engagement duration: 10.2 years (max.: 31.9 years)

Total number of statutory audit engagements: 764 (Ranked #9 in Switzerland)

Change in number of audit engagements: +10 (since 31.12.2023), +14 (over the last 12 months)

Number of audit clients listed on a Swiss stock exchange: 2 (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 6 145 2 31 8 11 5 13 5 2 5 2 63 147 499
Limited liability company 1       9       6                     9 13 38
Foundation 5   4 1 5 1   2 73   15 3 4   11       2 9 44 179
Cooperative     1   2       7               1       4 15
Association     1     1     4   1       5         1 9 22
Special legal forms     1           3   2                 2 3 11
22 1 18 10 22 11 2 8 238 2 49 11 15 5 29 5 3 5 4 84 220 764

This audit firm is recorded as statutory auditor for 261 deleted entities. These are not included in the table above.

Display client list

Audit Engagements by Branch Office

The 764 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 20 1 16 9 9 8 2 2 230 2 20 4 7 5 23 1 1 2 2 72 75 511
Stans                 3   29 6         1         39
Zürich 2   2 1 13 3   6 5     1 8   6 4 1 3 2 12 145 214
22 1 18 10 22 11 2 8 238 2 49 11 15 5 29 5 3 5 4 84 220 764

Show client list for Luzern, Stans, Zürich.

Related audit firms

Network:

Total number of audit engagements across the network: 1'108

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
Tripharma AG CHE-103.935.962 Uznach 10.07.2024 Auditor switch Zürich
Streuli Pharma AG CHE-105.900.816 Uznach 09.07.2024 Auditor switch Zürich
Streuli Tiergesundheit AG CHE-325.840.733 Uznach 09.07.2024 Auditor switch Zürich
Verein Horizonte CHE-115.815.276 Thalwil 27.06.2024 Auditor switch Zürich
Point de Vue Stiftung CHE-490.846.131 Sion 18.06.2024 First auditor Zürich
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
Gebr. Leuthold Immobilien AG CHE-108.078.851 Stans 02.07.2024 Opting-out Stans
Seagen International GmbH CHE-420.544.794 Zug 01.07.2024 Auditor switch Luzern
Napule AG CHE-364.675.314 Zollikon 27.06.2024 Auditor switch Zürich
Campo Alto SA CHE-101.508.715 Kriens 25.06.2024 Opting-out Luzern
SOTO PROPERTIES SA CHE-101.329.472 Kriens 25.06.2024 Opting-out Luzern