You need to be able to make the most out of everything you’ve got, and pulling that off takes more than people would expect.

That’s why you need an advisory firm that goes beyond traditional accounting to include expertise in tax, finances, wealth planning, investments and ownership transition.

Watermark works with family enterprises who have a tough, gritty work ethic, and who have better things to do than just sit at a desk all day. We’ve spent years working with families like yours, and three things are clear:

  1. You have intelligent audacity. You pursue what really matters to you.
  2. Making the most of what you have isn’t optional. You have to make great use of your business and its proceeds.
  3. Bad things can happen to good entrepreneurs. You need to protect what you’ve built on every front.

 

 

 

3 Questions to be Asking Yourself Right Now

Are you “fired up” about your business?

Motivation comes from doing work that inspires you. That happens when you connect your inspiration with your goals, and become the entrepreneur that makes a difference.

Are you realizing your potential?

Opportunity shouldn’t be washed down the drain. Making the most of your business and its proceeds isn’t optional. But knowing the right next move isn’t always obvious. Sometimes you need another voice or perspective to guide and encourage you.

How’s your “worry” meter?

You can’t remove all future obstacles from your path, but you can absolutely insulate yourself, your family and your business from them. You need to protect what you’ve built on every front.

A Declaration

Make the most of every opportunity

At Watermark, we step out of the traditional mindset of “business as usual” and take a more positive, proactive role in addressing the opportunities and challenges facing our clients’ businesses. With our vast experience and “we’re-in-it-together” approach, we build the kind of trusted partnerships that spark a new sense of possibility.

We’re here to make those possibilities happen. We see who our clients are and where they’re going. We develop smart, forward-looking strategies that go far beyond accounting to include tax, finance, investment and insurance planning. Like every client, every strategy we create is different, but always we build on three core tenants: Align. Aspire. Achieve.

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The Numbers About Family Enterprises

Even when the economy is taking a beating, there are strong stats to show that family enterprises weather the storm better than anyone else. (Maybe our economic leaders should turn to you for some advice.) Here are some numbers:

Family enterprises like yours generate 57% of GDP in the U.S. You employ 63% of our nation’s workforce, and your leadership tenure is up to 4 to 5 times longer than your non-family enterprise counterparts. Statistics also show that family enterprises continue to financially outperform non-family enterprises.

Your success can be attributed to your continued commitment to your legacy and your community. That’s code for, “what you do matters to people.”

Your family business, and others like yours, plays a critical role in the economy. You’re part of the economic creation, you’re out there doing the right things, and you need to be protected on every front.

Statistics from Family Enterprise USA, 2011

www.forbes.com/sites/realspin/2011/10/05/the-key-to-job-growth-is-on-the-kitchen-table/

Watermark Wealth Management
Most advisors are focused on helping you choose investments or protect yourself with insurance and other products. We take a different approach: We focus on helping you identify what you want your future to be like (your Vision for the future) so you can more confidently determine your goals. And if you can’t accurately name your goals, how can any advisor help you build a plan to achieve them?
Watermark can help you with every aspect of your business
You need to make sure you’re covered on all fronts. That requires a team that has your back, and who can go beyond accounting to deliver advice on tax, finances, wealth planning, investment management and ownership transition.
Why should you choose to work with watermark?
You need to make sure you’re covered on all fronts. That requires a team that has your back, and who can go beyond accounting to deliver advice on tax, finances, wealth planning, investment management and ownership transition.
Watermark CPA Group
You want to create value through the formation and effective management of a robust business. We work with privately held, owner managed businesses and equity groups to do just that.
At Watermark, we've got the right team!
Our team is passionate and committed to helping others. Click here to find out more about them.
Contact Us
Want to find out more? Contact us.

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Contact us to find out more

5975 Castle Creek Parkway North Drive, Suite 355
Indianapolis, IN 46250

Phone: 317.805.0805
Fax: 317.805.0802

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