Jacoline Loewen: The best private equity funds are skeptics

February 3, 2012

The best private equity funds are skeptics

"People will generally accept facts as truth only if the facts agree with what they already believe."

Andy Rooney said these wise words and with his long history in the media, he would know.
Mistakes happen in private equity when the buy side--the fund managers-- fall in love with what they want to see. Good funds want to critically assess the financial numbers long before meeting the personalities in order to make logical decisions. Once the fund meets the owners, their decision is 50% made. Now to see if they can get along as partners for the next few years.
Before you approach a private equity fund, ask, "Do the numbers fit with what you are selling as your business story?"
If not, get an exempt market dealer to help you develop your case and financial story. If you have revenues, debt is not the issue, you will be of interest to some investor.

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WEALTH

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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.

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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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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

February 3, 2012

The best private equity funds are skeptics

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