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3 Questions

1. Are you “fired up” about your business?
2. Are you realizing your potential?
3. How’s your “worry” meter?



A Declaration
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.



Numbers
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.)



Watermark Wealth Management
Your wealth isn’t just about “a number”. Yes, there’s financial wealth – your assets – but there’s so much more to consider [More...]



The Right Services
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 [More...]



Why Watermark?
You’re no stranger to the question “Why should I choose to work with you?” We’re not either. We hear this from family business leaders like you, every single day [More...]



The 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 [More...]



The Right Team
Our team is passionate and committed to helping others. Click here to find out more about them!



Watermark Risk Management
When you’ve built something, it makes sense to protect it. We do it almost without thinking when it comes to insuring equipment or other key business assets [More...]


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, ownership transition and insurance.

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.