Jeffrey Lucas's Contact Details

Jeffrey Lucas's Company Details

Watermark CPA Group

Indianapolis city, IN, US • 20 - 49 Employees
Accounting

You need to be able to make the most of everything you've got, and pulling that off takes more than people expect.That's why you need a CPA advisory firm that's comfortable starting a conversation and relationship in a different place. As opposed to leading with tools, tactics and strategy, we like to begin our relationships with foundational questions about why you started your business, your 10-year vision for your company, family and yourself, the values you ground you personally, and the goals you need to achieve to fulfill your vision and honor your values. In addition to providing our core financial statement assurance, tax and accounting services, we also bring expertise beyond traditional CPA firm services, which help us to position you to make the most of everything you've got. These service areas include wealth transfer, cash flow and retirement planning, investment management, ownership succession planning, acquisition due diligence and business sale representation, and leadership team assessments, to name a few.Watermark works with family and privately owned enterprises who have a tough, gritty work ethic, and have have better things to do than just sit at a desk all day. We've spent years working with families and ownership groups like yours, and three things are clear:1. You have intellectual audacity. You pursue what really matters to you.2. Making the most of what you have isn't optional. You make great use of your business and the proceeds and opportunities it provides.3. Bad things can happen to good entrepreneurs. You need to protect what you've built on every front.