Are you considering starting a business or are you going to develop and expand your existing business with more companies? Edlund & Partners are one of the agencies that have the most new companies start-ups annually.

With us, you get quick and efficient help in getting started with your new company and the associated business advice and start-up support that may be needed. We are used to working with startups and are aware of the circumstances and special needs that may exist in such events. We can also be helpful if you want to change your company form or if you need advice in, for example, capital acquisition and financing.

Edlund & Partners assists business owners and entrepreneurs as independent advisors with capital acquisitions and procurement of financing to solve all types of financing needs. As independent financial advisors, we assist in identifying and implementing customized financing solutions, for companies in various stages from start-up to expansion. As independent financial advisors, we can assist with, for example: Advice connected to the acquisition of equity capital, loan financing, refinancing, project financing, capitalization, buyout (MBO) or acquisition financing. Assist in achieving optimal financing based on the client’s specific requirements and conditions.

Structuring and procuring financing such as bank, bond, leasing and project financing. We have a wide established network of investors and lenders from equity to loan financing and can assist clients with competitive processes to achieve the best possible financing and solve the client’s financing needs. We also assist with advice and assignments before a stock market listing, contact us and we will tell you more.

Edlund & Partners assists business owners and entrepreneurs as independent advisors with capital acquisitions and procurement of financing to solve all types of financing needs. As independent financial advisors, we assist in identifying and implementing customized financing solutions, for companies in various stages from start-up to expansion. As independent financial advisors, we can assist with, for example: Advice connected to the acquisition of equity capital, loan financing, refinancing, project financing, capitalization, buyout or acquisition financing. Assist in achieving optimal financing based on the client’s specific requirements and conditions.

Structuring and procuring financing such as bank, bond, leasing and project financing. We have a wide established network of investors and lenders from equity to loan financing and can assist clients with competitive processes to achieve the best possible financing and solve the client’s financing needs. We also assist with advice and assignments before a stock market listing, contact us and we will tell you more.

Edlund & Partners is a strategic advisory partner for you and your businesses. We are enthusiastic about helping our customers achieve their goals and improve their business and profitability with a sustainable approach. Is it time for the next development phase or are the company needs to be renewed and become more competitive in its market.

When your business is facing big challenges, it can also be difficult to know which way is right to go. We are there for you in difficult and demanding situations and have extensive experience in helping business owners and entrepreneurs with various challenges. Edlund & Partners goal is to create opportunities out of problems and to produce safe and secure basis for decisions. Our business-driven team is enthusiastic about understanding you as a customer, discovering opportunities and finding solutions to problems.

Examples of questions and situations where Edlund & Partners can assist:

• Business analysis and business development
• Ownership changes and valuation issues
• Owner and company advice
• Consulting for growth companies
• Business development / business planning
• Financial planning
• Corporate management and board reporting
• Board matters
• Key figures and competitor analyses
• Risk and crisis management

At Edlund & Partners, you can get help with project management in various types of assignments. For example, it can be about project management for planning and implementation of system change for the finance function, where we can be helpful in changing systems with associated integrations to operational systems.

We also lead projects on assignments for review and structuring of processes and routines for the finance function to increase quality and safety.

In connection with the preparation of the financial manual, we can also have the role of project manager. In an acquisition or sale process, we can manage the project from start to completed deal. Read more under acquisition and sale of companies.

At Edlund & Partners, you can get help temporarily hiring a manager with a focus on finance for a senior position. Usually this is about a CFO, Chief Financial Officer or controller. In other words, interim management means hiring a manager.

Interim Management is a temporary solution when an organization, planned or at short notice, hires a professional and operational leader with extensive experience for a limited period in a specific assignment.

Interim management is mainly about roles at the management team level, but can also be people who report directly to the management team. An interim manager is an experienced and reliable source of knowledge who can quickly settle into the business.

We offer interim solutions in both financial services and payroll, at various levels. We can step in if regular staff are absent for various reasons, or if the company would rather outsource its financial management for a period of time.

We also take on the task of, in the long term, constituting a company’s total financial function. Within the framework of our interim services, you can, for example, be involved in carrying out various investigation work, manage customer or supplier ledgers, manage ongoing accounting, or step in as a temporary CFO, financial manager or controller. Please read more about our virtual CFO service.

Edlund & Partners offers special advice for more complex accounting issues. This may involve help with accounting issues within the regulations K2, K3 and IFRS.

We can also support in ensuring compliance with accounting regulations in connection with the improvement of accounting routines and processes. We can also assist with accounting issues in connection with stock market listings, restructuring or how companies can clarify their accounting principles in the annual report.

We also assist with accounting issues in connection with the preparation of consolidated accounts, pro forma accounts and cash flow analyses. Alternatively, we have the task of preparing these reports in their entirety on behalf of the customer. Regarding accounting issues, we can also assist with quality assurance of financial reports. We review annual reports and interim reports, make suggestions for improvement and ensure that they comply with current regulations.

Edlund & Partners assists with financial reporting in the way you need it. We can help with financial reporting, for example in the form of annual and consolidated accounts, interim reports and cash flow analyzes within K3, K2 and IFRS.

We can also support you as an accounting manager, CFO or financial manager with financial reporting. We provide professional support when it comes to legal reporting according to established laws and requirements. Within the framework of our virtual CFO service, we provide financial reporting that is tailored to the target group and complies with applicable laws and regulations. Read more about the service below.

Edlund & Partners helps you with corporate law matters so that you can concentrate on your business activities.

We can be helpful when you start a company, make changes to an existing company or close your company. Edlund & Partners assists with everything from shareholder agreements, issues and mergers to divisions or liquidations. We offer help with change matters such as changing the board of directors, company name, increase and decrease of share capital. When a company wants to end its operations, we help with liquidation or rapid wind-down.

Our support covers the entire process from advice to concrete help with, for example, drawing up documents, registering cases and contacts with the Swedish Companies Registration Office. Within the framework of our company services, we can, for example, help you with:

Stock book

By law, all limited companies must keep and update their share register. As more and more companies choose not to issue share certificates in their limited companies, the share register becomes increasingly important for the company’s owners. It becomes the only proof of ownership of shares in the company.

Edlund & Partners can assist with the establishment or reconstruction of the company’s share register. We can also administer any changes to the share register.

Shareholder agreement

In the case of two or more shareholders, it is important to have a shareholder agreement that regulates the ownership structure and handles any conflicts. Edlund & Partners helps with advice as well as drawing up shareholder agreements as well as interpretation of the shareholder agreement.

Shareholder contribution

Shareholder contributions are a way of adding new capital or assets to the company, conditional or unconditional. Edlund & Partners is helpful with advice and preparation of documents regarding shareholder contributions.

Amendments to articles of association

The articles of association regulate what the company, its shareholders and board can and may do in various situations. Various reservations can be found in the articles of association, and the most common is the home bid reservation, which means that a share that has been transferred can be bought back by the shareholders in the company.

Edlund & Partners helps with advice in matters related to articles of association, proposals for articles of association, establishment of articles of association and amendment of articles of association, as well as in contacts with the Swedish Companies Registration Office.

Emissions

Edlund & Partners can help you and your company from start to finish with all types of issues.

Company liquidation

Edlund & Partners can assist with liquidating your company regardless of how you choose to carry it out.

Fusion

A rapid winding-up is now a common way to terminate a limited company. This means that you sell your company to our partner, who then handles the liquidation. We help you in the process and assist you with documents and contacts with the Swedish Companies Registration Office.

Liquidation

Edlund & Partners can assist with documents to start and carry out a liquidation, after which a liquidator must be appointed who will formally take over the operation of the company until the liquidation is complete. A liquidation takes at least 6 months to complete.

Stock company

Holding companies are companies that are formed solely to be transferred to a new owner. When you buy a warehouse company from Edlund & Partners, you get quick access to a fully formed limited company with a corporate number and company binder. Reduction of share capital and reserve fund Edlund & Partners can help your company reduce share capital and reserve fund.

Reduction of share capital

A reduction in the share capital can take place for loss coverage, repayment to shareholders or allocation to a fund. If the share capital does not simultaneously increase by at least the same amount as it decreases, permission from the Swedish Companies Registration Office is required. Reduction can be carried out both with or without withdrawal of shares. Decisions on the reduction of share capital are made by the general meeting.

Reduction of reserve fund

Reduction of the reserve fund can take place before a bonus issue or new issue, loss coverage, repayment to the shareholders or allocation to a fund. Permission to reduce the reserve fund is always required if the funds are to be returned to the shareholders or allocated to a fund. Decisions on the reduction of the reserve fund are made by the general meeting.

New and change registrations

Edlund & Partners draws up documents and can act as an agent for new and amended registrations with the Swedish Companies Registration Office for all forms of company.

We work extensively with owner-managed companies and for us at Edlund & Partners the whole picture takes into account and offer tailor-made solutions for both the company and its owner and family.

For you who own and run a small business, we base our advice on both your own and the company’s tax situation. We work closely with you as a company owner, give practical advice and are helpful in implementing the measures we propose.

Based on your specific needs, we work to find tailor-made comprehensive solutions that are important in both the short and long term.

The rules around dividends and capital gains for small businesses can be complicated.

We help you manage them for correct taxation. We also make sure you have the right ownership structure.

We are focused on 3:12 issues and can help you who are part owners of small business with which taxation rules apply.

Today, there are many reasons to value a company and its assets, and where experience and knowledge are crucial to being able to arrive at the correct company value.

Equity valuation takes place, among other things, in connection with the purchase and sale of companies or shares, in the case of transfers and company release, restructuring or in connection with generational change and in the design of incentive programs. We can produce professional documentation for upcoming negotiations in purchase and sale processes and we can also assist you as advisors and support throughout the entire purchase or sale process.

Company valuation is a complex procedure that is governed by several different components that must be considered. It has therefore become even more important to have competent and experienced advisers who can provide an independent analysis of the assessed value regardless of the situation or purpose. At Edlund & Partners, there is solid and up-to-date competence in business valuation that helps you with your valuation questions and can also assist you in the negotiation situation.

Examples of situations where business valuation is usually relevant and where we can help:

• Company valuation, advice and negotiation support in connection with the acquisition and sale of companies, mergers or mergers

• Company valuation in connection with capital raising, disputes, incentive programs or restructurings

• Valuation of options in connection with incentive programs

• Company valuation in connection with Management Buy-outs

• Model building and value simulation as a strategic basis for decision-making, in the case of restructuring or major investments

• Advice on capital structure issues

• Company valuation in connection with disputes and arbitration proceedings, redemption of shares or assessments of the need for write-downs in accountin

In case of changes in ownership, advice is often needed in several different areas. Edlund & Partners has extensive experience in the process of ownership changes.

We know which issues are important to consider and possess the experience and competence required to be able to successfully and target-orientedly implement the change. With us, for example, you get help with valuation and what affects the value of the company. How the tax situation can be optimized and how the financing can be solved in the best way. We are also helpful with company law documentation and solutions to important legal issues.

These are some examples of questions that may arise in connection with a change of ownership. We help you from start to finish by capturing the important parts and ensure that you receive the specialist help and support needed to carry out a successful change of ownership.

Families who own businesses sooner or later are faced with the question of generational change. If you are planning to transfer your business to a family member, there are many aspects to consider. Who will take over, how will the shift take place, which of the children will become co-owners and should someone from the family take over as CEO or is it more appropriate to recruit externally? Should other family members be compensated and how do you secure your finances after retirement?

Regardless of how your life’s work is to live on, whether it is via external sales or whether the company is to be continued within the family, we help you with a holistic perspective where we take into account personal and relation aspects as well as financial, tax and legal considerations.

We give you advice on structural and tax issues, which can often be complex, and you get suggestions for solutions that suit you and your company. We can be advisers and support for you and the family to a shift that is perceived as fair.

We are with you in the entire process from start to finish until the shift is completed.

Our network, project manager, negotiation support, international contacts

Edlund & Partners is your strategic partner throughout the entire acquisition and sale process.

With qualified advice and the right support in the process, the opportunities to increase the company’s sales value increase in connection with the sale of your company. Correspondingly, it is beneficial to have experienced help if you are faced with acquiring an existing business.

We work goal-oriented and with high commitment to be able to fulfill your goals with completed business / transaction.

At Edlund & Partners, you can get help and support throughout the entire process of acquiring and selling companies. We work with both acquisition and sales advice, either as the buyer’s or the seller’s adviser. We can also act as project manager and negotiation support in the process. Based on your objectives with the business and the challenges you face, we work as your partner from start to completed business.

Our mission is guided by your specific needs and through a high level of competence in the execution of the business transaction, we can identify key factors and reduce the risks and thereby create the best conditions for the transaction.

Drawing on extensive experience in transactions for owner-managed and mid-cap companies, we have a particular understanding of the challenges of acquisitions and divestitures in this segment. This allows us to act clearly and proactively in the challenges and questions you may face during a business transaction. We also carry out valuations, act as negotiation support, develop financial proposals, etc. We have extensive experience of the conditions in various industries. We naturally adapt the process to your business.

A smaller company has different needs than a larger business. Our extensive network means that you can get the best possible support, help and conditions for your transaction both locally, nationally and internationally. By collaborating with us, a wide network of contacts is at your disposal.

In connection with the acquisition and sale process of companies, we can assist with, for example:

• Strategic consulting Company valuation

• Financial advice Sales mandate

• Purchase mandate

• MBI/MBO (management buy-in/management buy-out)

• Strategic consulting Negotiation support

With Edlund & Partners as transaction advisers, you get, for example, advice on and help with drawing up share transfer agreements, the implementation of Due Diligence and help with choosing the best tax and corporate structure for the deal. It is not only the price, but also other conditions in the transfer agreement, which are of great importance to both the selling and buying parties.

With our experience at your side, we can communicate preliminary conclusions at an early stage, suggest possible measures and thereby avoid any negative surprises late in the process. With the right advice, you can make informed decisions about investments and transfers and you get help with an effective analysis with conclusions and recommendations.

Contact us to discuss how we can best assist you with an upcoming or ongoing transaction.

At Edlund & Partners, you can get help with due diligence in connection with, for example, the acquisition or sale of companies. We provide reviews and clearances with experienced expertise and assist with systems and implementation of a cohesive process from start to finish.

Successful business transactions through better decision-making regardless of the strategic decisions you are facing or the type of advice you need in connection with a business transaction, we help you with all aspects of financial reviews and tailored consulting for your needs.

Buy Side and Vendor Due Diligence – Financial review during acquisitions and sales The goal of our financial review during acquisitions (Buy Side Due Diligence) is that you should be able to make the best investment decisions by getting the right information during the negotiation process where we take a proactive role and identify the the most important issues. We also have extensive experience from financial advice during sales (Vendor Due Diligence) where the focus of the financial review aims to identify, analyze and present key issues that may arise from the buyer.

Vendor Assistance

We also help you with customized presentations and materials when you are faced with a divestment. We help compile and ensure that the financial information is structured so that a buyer understands how the company has developed historically.

Restructuring

Within our team, you can also get help with advice on the merger of several companies in the same industry with the aim of creating added value through synergies. This is an area where experience-based, clear and independent advice is particularly important. As an independent party in an often complex situation with various stakeholders for both underperforming and overperforming companies, we can offer an objective analysis and highlight alternatives and consequences.

We can also help you with independent assessments (independent business reviews) of the ongoing operations and the company’s future ability to fulfill its financial commitments, as well as make an analysis of liquidity needs in the short and long term. If you as an entrepreneur have liquidity problems, we help you with the review of how capital can be freed up by immediately reducing both costs and working capital. In the longer perspective, we can provide advice on how to create liquidity and incorporate sustainable liquidity management into the company. We also help you identify less profitable parts of the business and give advice on different ways to deal with them.

Independent expert opinions and specialist advice for safe transactions In the current business climate, where the focus is often on issues relating to the company’s governance, higher demands are placed on companies to ensure that every business decision is preceded by a financial review (Due Diligence). Our reports can cover different types of transactions including acquisitions and disposals of assets, various types of restructuring and public offers.

Leading and developing a company through different phases requires the management’s full attention and commitment, with a strong focus on daily operations, market challenges and on the company’s ability to be innovative. Quick and easy access to accurate and reliable financial information is an important prerequisite for making strategic decisions quickly and efficiently. Not all SMEs can hire an in-house CFO to handle all their accounting, tax and financial reporting needs as well as provide financial advice to support business strategy.

We can offer as a service a “CFO on demand” to help customers/companies reach their development goals and financial goals. A Virtual CFO is an affordable alternative to hiring a full-time CFO and can make a big difference in securing long-term business success. By monitoring the financial health of the company, creating budgets, target KPIs and forecasts, and analyzing deviations and proposing actions, as well as offering financial insight and guidance for business decisions, a Virtual CFO adds significant, tangible value to the growth of the company.

Our strengths:

Experienced team of qualified employees with knowledge and industry insights to help you with strategic and financial analyzes to increase the company’s results. Multidisciplinary specialists with expertise in areas such as cash flow management, budgets and forecasting, tax and compliance, cost overview and financial reporting. Availability to people and availability to our team, who will support and advise on projects and offers, identification of new markets, contract negotiations, etc.

A Virtual CFO becomes a link between the accounting/administration and the management/board, and also a strategic resource for the company’s reporting to the board, owners, investors and other stakeholders and plays an important role in the company’s growth, business development and financial management. A Virtual CFO designs and develops working methods, routines and guidelines together with others in the company to create value for the owners and take the company into the future.