Jacoline Loewen: 6 Reasons to Read Money Magnet: Attracting Investors to Your Business

May 12, 2009

6 Reasons to Read Money Magnet: Attracting Investors to Your Business

I just finished reading Money Magnet. Thank you for writing/recommending it! The information you shared will save me a lot of time instead of reinventing the wheel. I like reading materials from people like you who can share specific industry insight (eg. when you described what VC Rick wants to see in slides). Some of my key takeaways include but are not limited to the following:

Targeting qualified investors based on their mathematical fit and specifically asking them to clarify their full criteria

How to be investor ready/the legacy investor concept.

An investors’ protection/clauses (ensuring that I negotiate unnecessary ones).

Knowing common pitfalls/key criteria investors like

Ensuring that I answer the 4 investor-ready questions and

Investor-friendly methods of structuring a presentation

1 comment:

Michael said...: My copy is ear-marked just about everywhere - two points that I think are key are the illustrations that send a strong message and graphically depict the relationship between key points in any venture & the people / team side of Private Equity.

The seventh reason to read Money Magnet - it's a good read. Provides great insight in a great package.

Michael; May 14, 2009 at 3:04 PM

WEALTH

The question every wealthy person asks themself is "What does wealth mean to me?" The full and rich answer can take years to come to full light. In the meantime, money needs to be managed.in order to focus on wealth preservation and risk mangement.

In particular, we understand the entrepreneur and busines owner who has gone through transition and is now managing their sudden wealth. We assist them gain insight into their values and goals. From this foundation, we look to achieve a diversified portfolio with room to please their risk appetite, but also ensuring wealth for their family.

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Our advice and process will intrigue you and help you:

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Twitter @JacolineLoewen

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Invited as expert on BNN The Pitch, CBC, Dragons' Den and published by National Post, Globe & Mail, Leadership, Business Entrepreneurs, The Journal, Women's Post, as well as author of three books.

Money Magnet by J. Loewen - Book Review

The feedback we have had about using the steps in Money Magnet is that business owners are surprised by how simple it is to understand, how much more money they can invest and earn and how shockingly few of their lawyers and accountants were aware of the benefits.

- Get factual case studies about the power of succession planning with strong life style goals. Do you want to retire rich - then understand the ROI of your business compared to the ROI of an investment portfolio.

- Know why selling your business is not the first option.

- Learn the Four Brutal Questions every Business Owner needs to know to attract investors.

- Find out how to know how much you need to fit your business, your lifestyle and your goals for wealth.

Other books by J B Loewen:
The Power of Strategy
Business e-Volution

See Jacoline Loewen on BNN TV Show The Pitch

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For 150 years, people have been trusting UBS to manage their wealth. We provide investment advice based on critical thinking and thoughtful research once we fully understand what you want to accomplish. Together, we create an all-encompassing strategy for your investments, estate and tax planning, risk management, and borrowing.
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Rick Spence, National Post, review

"A lot of business people still have trouble with the concept of strategic planning. They wonder who should do it, and what it's for. I just encountered a great explanation of strategy. It comes from a book, The Power of Strategy by Jacoline Loewen.

"I think that strategy is very similar to the search for the Holy Grail. Renowned knights traveled great distances and overcame severe hardship in the struggle to find this sacred relic, the chalice used by Jesus at the Last Supper. Finally, Sir Galahad was the one who discovered that the Holy Grail is, in fact, within us. There is no right or wrong answer -- it is the journey that provides the learning, not the Holy Grail itself.

In strategy, it is the process of people going through the questioning and thinking that ingrains the strategy into their everyday actions, not the plan itself."

You can read a much longer excerpt from Loewen's book at

post by Rick Spence, Canadian Entrepreneur

Wealth Management

May 12, 2009

6 Reasons to Read Money Magnet: Attracting Investors to Your Business

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