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Gene Marks

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President and CEO of The Marks Group, Author, and Small Business Management Columnist

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3 Video(s) By This Presenter

Gene Marks Labor Cost Keynote Reel
Gene Marks Supply Chains Keynote Reel
Gene Marks Inflation Keynote Reel

9 Programs By This Presenter

The vaccines are here and COVID will soon be a thing of the past. So what does this mean for your company, your people, your partners and your community? What new issues will we be facing? What investments should we be making? How will the economy fare? What will our new administration in Washington do to help fund our way out of recession and how will that impact your operations? What are smart leaders around the country doing to navigate their companies towards growth and profitability over the next two years?

Join nationally recognized journalist, best-selling author, and business owner Gene Marks CPA for a fast- paced, entertaining and data filled presentation where he will share with you the advice, lessons and actions being taken by his audience of more than half a million business owners, managers and leaders to deal with these issues and position their companies for success in the years to come.

Among the topics Gene may cover:

  • A look at little-known, high-frequency weekly
    and monthly data that underlies the core manufacturing, services and construction industries that will help you better understand the economy and better predict future downturns and growth.
  • A review of the latest legislation and White House and congressional activity in DC with an emphasis on business matters such as labor, healthcare, taxes and regulations that will affect your company;
  • Opportunities that have been accelerated by the pandemic and how to leverage labor disruption, new markets, funding sources, work from home and new workplace practices to keep employees happy, productive and loyal;

  • The latest technologies that require review and investment which will ensure further growth in your industry.
  • Operational tactics to help address inventory, labor and overhead challenges as a result of supply chain and inflationary pressures on prices and costs.

The average age of the U.S. small business owner is about 53 years old, which means that many will be looking to transition from business owner to retirement in the years to come. But what’s the best strategy for you? What are the considerations for passing your business down to family members? What options do you have for selling your company? How should you best prepare your company — and your finances — to best take advantage of today’s tax and business laws?

Join certified public accountant Gene Marks for a fast paced, entertaining and informative discussion where you will better understand your best succession actions you should be taking that benefit yourself, your family and others connected to your business.

During Gene’s presentation you will learn:

  • How the 2017 tax reform will impact your business structuring and life insurance planning.
  • The latest estate planning developments from the recent year that affect business owners like yourself.
  • The key issues in transitioning a business to family members or key employees while providing for financial security.
  • The most important retirement and estate tax considerations you should be taking into account to ensure that your income will be maximized for the years to come.

Mobile tech, office collaboration techs, customer relationship management, artificial intelligence, augmented reality, cyber-security…these are only a few
of the major technology trends that are having a significant impact on how we do business, generate leads, sell and service our customers, both now and in the future.

Join Forbes and Inc. Magazine technology columnist Gene Marks for a review of the hottest technologies that smart business leaders are investing in today…and preparing their businesses for tomorrow.

Gene will discuss how the most successful businesses in your industry are using these technologies to:

  •  Increase their sales
  • Control their finances
  • Expand their online presence
  • Find/manage/compensate their people
  • Service their customers.

Gene will also take a forward look at up-and-coming technologies — cyber-security, AI, robotics, augmented reality — that will affect your industry, and your target audience, over the next decade. Bring your notepad and make sure your batteries are charged!

It doesn’t matter whether you plan to sell your business next year or ten years from now. The more important question is what is your business really worth today and how can you increase its value every year?

You should be thinking this way all the time. You should be building value all the time. Because one day you might want to sell your company. Or a potential buyer may appear who makes an offer. And you want to be ready. You want your business to be as valuable as possible.

Gene’s presentation will help you focus on what you need to do to build value in your company and to position it to be sold…next year, or ten years from now.

Gene explains why so many business owners will be selling their businesses over the next few years and how you can capitalize on that trend. He’ll take you through the reasons why business owners sell and what smart buyers are looking for. He’ll give you the essential tools you’ll need to know how to value your business like a professional appraiser. And you may not like what he tells you!

But most importantly you’ll walk away with critical, real-life tactics for operating your company at its highest level. Because maybe you do want to sell it someday. Or maybe you don’t. In either case, don’t you still want to be as profitable as possible?

During this 45–60 minute presentation Gene will discuss:

  • 5 reasons you should be selling your business
  •  What your business is really worth
  • Key questions to ask yourself about your company and its future
  • Critical things every buyer looks for when pricing a company
  • How to increase your company’s value
  • Whether valuing based on assets or income is best
  • The pros and cons of selling assets vs. your shares
  • The tax implications of selling your business
  • The benefits and downsides of using a broker
  • Key things to consider about Succession Planning.

Whether you’re a financial person or not, this presentation is critical for your business.

Why? Because taxes represents the biggest expense you have in your organization and personally. Minimizing your tax expense will free up capital to invest, hire and save. Knowing the tax breaks and incentives that you can use will help you defer the costs of bringing on great people and growing your business. The recent tax reform legislation is one of the largest changes to the tax code in a while. But that’s just the beginning! You don’t need to be a financial expert to understand this. You just need to know the issues and questions to ask your accountant. That’s what we’ll discuss..

Join author, columnist and CPA Gene Marks for a fast paced, entertaining but very detailed discussion of how tax reform will affect you, your company and your employees.

During this lively presentation Gene will cover the following topics:

  • A look at how the changes in individual rates will affect you and your employees.
  • What organizational structure is right for your business?
  • Examples of new corporate rates
  • A deep dive into rates for pass through entities to determine if your company qualifies
  • A round up of changes to corporate and individual deductions and credits
  • Special employee related credits to help with reduce the costs of compensation
  • Tax changes that will affect your paid time off and retirement plans
  • The impact of tax reform on healthcare and the latest strategies for controlling healthcare costs
  • Specific changes that will affect your industry
  •  Key questions you should be asking your accountant

One of the biggest challenges faced by business owners today is attracting and retaining great people. During this entertaining and fast moving session Gene will touch on some of the most important employee related issues in your company including:

  • How trends and regulations in minimum wage, paid time off, and overtime will impact your ability to find and motivate employees.
  • Key issues that need to be addressed in your employee handbook.
  • Innovative perks and benefits the big companies offer that you can too.
  • The best places and tactics for finding employees and how to recruite them better than your competition.
  • The newest and innovative cloud based technologies that are helping companies of all sizes recruit, manage, compensate and make them more attractive to work for
  • A review of the most recent legislation regarding retirement plans.
  • The latest developments in healthcare reform and how smart employers are controlling their healthcare costs while continuing to be competitive in the job market.

In this unprecedented economic downturn never has intelligent cash flow management been more important.. Join CPA and journalist Gene Marks who will discuss some of the latest trends, technologies, best practices and strategies that smart business managers have and are implementing to manage their cash flow and build reserves to see them through to future growth.

  •  How trends and regulations in minimum wage, paid time off, and overtime will impact your ability to find and motivate employees.
  • Key issues that need to be addressed in your employee handbook.
  • Innovative perks and benefits the big companies offer that you can too.
  • The benefits, costs, risks and rewards of outsourcing, including the latest technology tools to manage your outsourced contractors.
  • The newest and innovative cloud based technologies that are helping companies of all sizes recruit, manage, compensate and make them more attractive to work for
  • A review of the most recent legislation regarding retirement plans.
  • The latest developments in healthcare reform and how smart employers are controlling their healthcare costs while continuing to be competitive in the job market.

Thinking of getting a customer relationship management (CRM) application for your company? Already have one and want to know how to use it better?

Please join Forbes CRM columnist, author and CRM expert Gene Marks CPA to discuss all that you need to know about CRM applications in 2022. During this presentation, Gene will cover the following topics:

  • A comparison of the top CRM applications for small and medium sized companies along with pricing, pros and cons
  • Where to find them and how to evaluate these applications.
  • How can you determine the ROI of a CRM investment
  • Thoughts on how to maximize these applications for their best use in your company.
  • The most popular add-ons to make a CRM system effective
  • The future of CRM: trends to consider for 2022 and beyond
  • Other tips and best practices to consider before buying.

You’ll walk away from this presentation with a better understanding of the CRM software options for your company as well as how to be a smart buyer.

The average age of the U.S. small business owner is about 53 years old, which means that many will be looking to transition from business owner to retirement in the years to come. But what’s the best strategy for you? What are the considerations for passing your business down to family members? What options do you have for selling your company? How should you best prepare your company — and your finances — to best take advantage of today’s tax and business laws?

Join certified public accountant Gene Marks for a fast paced, entertaining and informative discussion where you will better understand your best succession actions you should be taking that benefit yourself, your family and others connected to your business.

During Gene’s presentation you will learn:

  • How the 2017 tax reform will impact your business structuring and life insurance planning. 
  • The latest estate planning developments from the recent year that affect business owners like yourself. 
  • The key issues in transitioning a business to family members or key employees while providing for financial security. 
  • The most important retirement and estate tax considerations you should be taking into account to ensure that your income will be maximized for the years to come. 

Reviews

“It was pleasure meeting you as well. Plus a Philly boy to boot! We had our follow up board meeting earlier today. With the education side, every single board member had extremely favorable comments and easily felt the consensus was that you had stolen the show. I can’t thank you enough for the dynamic speaking engagement you put on for SEVA. We would absolutely have you back at some point and would strongly recommend you to any other organization. It’s special guests such as yourself that help us to grow and maintain the member numbers our association is privileged to have. Thanks again.”

— Canteen Vending

“Gene, Amazed beyond words at your presentation today for the CALCPA. Wow! So much information, presented in a cogent and creative manner. Time just flew. Please send over the presentation and your contact info.”

— B. Riley Advisory Services

“I very much enjoyed your session yesterday. I found it to be one of the most informative and certainly the most entertaining session that I attended this week.”

— Auction Insurance Agency

“Thank you again for such an informative seminar. I have attended, several seminars on exit planning, and I walked out of them more confused than when I went in. You were informative, to the point, and spot on with the fact that preparing a business for sale is not rocket science and most of your recommendations should always been place as a matter of best business practices.”

— Rieth Auto
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