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How Small Business Financial Data Reveals Success or Failure: M&A Expert Shares Hidden Patterns
Manage episode 505971572 series 3663115
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The episode of Transformed With Data podcast, Graeme Crawford talks with Michael Young, owner of an outsourced accounting firm, about the hidden patterns in small business financial data. Michael shares insights from analyzing hundreds of M&A deals at PwC and now helping small businesses navigate their finances, revealing why sophisticated data systems can actually hurt small companies and the critical indicators that predict business success. They discuss the dangers of software sprawl, why cash flow understanding matters more than perfect attribution metrics, and how private equity rollups often oversell integration benefits while underestimating the operational challenges of merging multiple businesses.
0:00 - Private equity rollup challenges
0:26 - AI marketing vs value delivery
0:41 - Perfect attribution illusion
2:33 - Small business financial patterns
3:47 - Cash balance fixation
5:53 - Software subscription creep
8:05 - Cross-selling opportunities discovered
10:36 - Three business segments explained
13:14 - Owner focus challenges
17:23 - P&L as scorecard
20:19 - Financial statement limitations
24:02 - CRM consolidation pain
26:45 - AI and accounting accuracy
29:45 - Customer acquisition complexity
32:48 - Attribution measurement challenges
35:20 - Instant gratification culture
39:00 - Government contracting focus
41:36 - Ultra-niche software emergence
44:31 - Trust yourself advice
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