The Building Code Ep. 254: Top 3 strategies for financial forecasting

Today on “The Building Code,” Charley is a lone host sitting down with Gene Marks, founder of The Marks Group. Gene is renowned keynote speaker and national business columnist presenting at over 70 live events each year. He’s also a best-selling author, CPA, business owner, and national business columnist for “The Guardian,” “Forbes,” “Entrepreneur” and more, Gene has spent the past 25 years running a very successful business.

Listen to the full episode to hear Gene’s strategies for managing overhead costs and securing financing to ensure operational stability and growth.

Visit his website to connect with Gene and learn more about the partnership opportunities: https://www.genemarks.com/

Check out some of Gene’s resources and his consulting services:
https://genemarks.medium.com/
https://www.genemarks.com/consulting/

You can also go to The Marks Group to learn more about CRM and access resources: https://www.marksgroup.net/

Attend the 2025 International Builders’ Show in Las Vegas coming up at the end of February: https://www.buildersshow.com/

Get your free IBS expo pass on us and start planning your trip: https://buildertrend.com/ibs2025/

Read the shownotes for this episode here:
https://buildertrend.com/podcast/the-building-code/254-gene-marks/

Join “The Building Code” Facebook group:
https://www.facebook.com/groups/thebuildingcodecrew/

FACEBOOK: https://www.facebook.com/buildertrend/
INSTAGRAM: https://www.instagram.com/buildertrend/
TWITTER: https://twitter.com/Buildertrend/
YOUTUBE: / @buildertrend
LINKEDIN: https://www.linkedin.com/company/buildertrend
#Buildertrend #BuiltWithBuildertrend #constructionsoftware

0:00-5:29 – Introduction and get to meet Gene Marks
5:30-8:55 – effective cash management
8:56-13:29 – Common mistakes when calculating costs
13:30-15:24 – Flash Reports
15:25-18:36 – Forecasting
18:37-21:48 – CRM system
21:48-25:17 – Payments coming in
25:18-27:55 – Make it as easy as possible for the customer
27:56-31:40 – Renegotiate terms
31:41-4:08 – Free resources
34:09-26:17 – Outro and episode recap