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December 10, 2009

Firms run by private equity companies have been more productive in the recession

Looks as if the private equity model of growing businesses pays off with its extra alignment of interests. Factual article on the British PE scene:

Firms run by private equity companies have been more productive in the recession. The claims by the British Private Equity and Venture Capital Association (BVCA) were based on results from a portfolio of 47 major companies including Alliance Boots, New Look, Travelodge and CenterParcs. Based on results for 2008 and the year to March 2009, the firms' average productivity reached 7.7%, "significantly in excess" of the average 1% UK rate during the same period. The association's second annual report, which comes under new transparency rules for the buyout sector, said average annual profit growth was 11%, although employment levels fell after acquisitions were taken into account.

BVCA chief executive Simon Walker said the figures were "promising" given the bleak conditions. But he added: "While the profit and productivity growth figures are testament to private equity's focus on portfolio management through the recession, the economic outlook remains uncertain.

"Private equity-owned companies are not immune from the continuing recessionary pressures."

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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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.

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- 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

December 10, 2009

Firms run by private equity companies have been more productive in the recession