In brief
We are the largest small consultancy firm in Central Switzerland and Zurich. Large enough to handle your demanding and complex questions and assignments professionally. And manageable enough to act personally, directly and quickly in your interests.
- Founded in Lucerne in 1948
- Legal form: public limited company
- 130 employees, of which:
12 partners, 40 executives - 4 locations (Lucerne, Nidwalden, Zug, Zurich)
Balmer-Etienne success story
Foundation
Balmer-Etienne was founded in 1948 by Walter Balmer-Eitenne.
Conversion of the sole proprietorship
In 1960, the sole proprietorship was transformed into W. Balmer-Etienne Treuhand AG in Lucerne.
Merger
Merger with Bircher Treuhand AG, Stans
Restructuring
The family-owned stock corporation is reorganised into a partnership with a holding structure.
Merger
Merger in 2000 with Realfida Treuhand & Revision AG, Zurich
Renaming
Balmer-Etienne Treuhand AG, Lucerne to Balmer-Etienne AG Lucerne / Stans Realfida Treuhand und Revision AG, Zurich to Balmer-Etienne AG Zurich
Purchase from Jöhl & Partner
Acquisition of Jöhl & Partner AG, Lucerne and integration into Balmer-Etienne AG
Merger of the operating companies
Acquisition of Linfield Trust Company AG
Acquisition of Linfield Trust Company AG, Zurich and integration into Balmer-Etienne AG
Takeover of Auditax Partner
Takeover of the operating business of Auditax Partner AG, Zurich
Purchase of Tre Innova Treuhand
Acquisition of Tre Innova Treuhand AG, Hünenberg / Zug and integration into Balmer-Etienne AG
Merger Dr. Röthlisberger AG
Merger and integration of Dr. Röthlisberger AG into the Balmer-Etienne Group