Business Details
Trusted Accounting & Business Advisory Services in Indianapolis
The Watermark Group is a specialized accounting and business advisory firm dedicated to empowering family-owned and privately-held enterprises. Our team combines the resources of a large firm with the personalized attention essential for owner-managed businesses. We offer comprehensive services including tax compliance and planning, assurance, client accounting, wealth planning, and ownership transition strategies. Our proprietary Legacy Process ensures deep client understanding, enabling tailored solutions aligned with personal and business goals. We also provide Cultural Transformation Services to enhance workplace environments through tools like the Kolbe A Index and 6 Types of Working Genius.With decades of collective experience, we prioritize long-term client relationships built on trust, expertise, and a commitment to delivering measurable results. Our approach bridges the gap between big-firm expertise and the personalized service smaller businesses require, ensuring clients receive both strategic guidance and hands-on support. We measure success by our clients' ability to achieve their visions while maintaining financial clarity and operational efficiency.
Services
Tax Services
Client Accounting
Wealth Planning
Ownership Transition
Cultural Transformation
Assurance Services
Dream BIG Engagement
Kolbe A Index
Working Genius Assessments
Highlights and features
- We specialize in family-owned business advisory with a personalized Legacy Process.
- Our team combines big-firm expertise with hands-on, owner-focused service delivery.
- We offer proprietary cultural transformation tools like the Kolbe A Index.
- We provide comprehensive wealth planning aligned with personal and business goals.
- Our ownership transition strategies ensure smooth generational or third-party transfers.
What people say
Solid understanding of business models
Timely and accurate responses
Hands-on approach
Proactive cost-saving methods
Long-term relationship focus
Services
Tax Services
Our tax services combine compliance expertise with strategic planning to minimize liabilities and maximize deductions. We handle complex filings for businesses and high-net-worth individuals while developing proactive tax strategies aligned with long-term goals. Our team stays current with regulatory changes to ensure clients maintain compliance while optimizing financial outcomes.
Wealth Planning
Wealth planning services integrate business success with personal financial objectives through retirement planning, estate management, and legacy development. Our advisors collaborate with legal and financial professionals to create comprehensive plans addressing both immediate needs and multi-generational wealth transfer. We emphasize tax-efficient strategies and risk management tailored to individual circumstances.
Ownership Transition
Ownership transition services guide family businesses through leadership changes, generational transfers, or third-party sales. We develop exit strategies that preserve company values while maximizing financial returns. Our approach addresses emotional complexities alongside legal and tax considerations to ensure smooth transitions that protect both business assets and family relationships.
Cultural Transformation
Cultural transformation services enhance organizational performance through employee engagement and team alignment. Using tools like the Kolbe A Index and 6 Types of Working Genius, we identify individual strengths to optimize team dynamics. Our programs foster collaborative environments that improve productivity, reduce turnover, and strengthen company culture.
Client Accounting Services
Client accounting services provide comprehensive financial management including bookkeeping, payroll processing, and financial reporting. Our team handles day-to-day accounting tasks while implementing systems for improved cash flow and financial visibility. We deliver accurate, timely financial data to support informed business decisions and regulatory compliance.
Questions
What services does The Watermark Group offer?
We provide tax planning, client accounting, wealth management, ownership transition, and cultural transformation services for family-owned businesses.
What is the Legacy Process?
Our proprietary Legacy Process includes Discovery, Creative Solutions, Strategy Deployment, and Results Management to align financial strategies with client goals.
How do you support business ownership transitions?
We guide family-owned businesses through succession planning, generational transfers, and third-party sales with tailored transition strategies.
What cultural transformation tools do you use?
We employ the Kolbe A Index, 6 Types of Working Genius, and Dream BIG engagement programs to enhance workplace culture and team alignment.
Do you work with businesses outside Indianapolis?
While based in Indianapolis, we serve family-owned enterprises nationwide through virtual and on-site advisory services.
