Balmer-Etienne in brief

We are the largest small advisory services company in Central Switzerland and the region of Zurich. Large enough to deal professionally with your challenging and complex questions and mandates. And small enough to act in your interests in a personal, direct and timely manner.

Founded in 1948 in Lucerne
Legal form: joint stock corporation
130 employees, of whom:
11 partners, 40 members of management
3 locations (Lucerne, Zurich, Stans)

Our clients are SMEs with comprehensive needs, SME owners, public entities and NPOs

History

1948

Founded by Walter Balmer-Etienne

1960

Conversion of the sole ownership to W. Balmer-Etienne Treuhand AG, Lucerne

1988

Merger with Bircher Treuhand AG, Stans

1996

Restructuring of the family AG to a partnership (with holding structure)

2000

Merger with Realfida Treuhand & Revision AG, Zurich

2001

Change of company name

Balmer-Etienne Treuhand AG, Lucerne to Balmer-Etienne AG Lucerne
Balmer-Etienne Treuhand AG, Stans to Balmer-Etienne AG Stans
Realfida Treuhand & Revision AG, Zurich to Balmer-Etienne AG Zurich

2007

Purchase of Jöhl & Partner AG, Lucerne and integration into Balmer-Etienne AG

2008

Merger of operational entities into Balmer-Etienne AG with locations in Lucerne, Zurich and Stans

KMU und ihre Eigner

Steuerliche Neuregelung