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What is your exit strategy?
Planning for entrepreneurs and business owners
27 March 2019
Chief Investment Office GWM
Investment Research

Uncommon success
Wealth strategy for entrepreneurs and business owners

A substantial majority of private businesses are owned by Baby Boomers. In aggregate, those
businesses represent trillions of dollars that will change hands over the next three decades.
In this group:
– 57% intend to retire in the next five years
– 76% intend to retire within the decade
Are you prepared?
This report addresses many of the uncertainties that business owners face and presents
a structured framework to guide decision making around pre-sale topics, core concepts
for the sale, and post-sale considerations.

To learn more, download the report from our website,
Andrew D. Burish, CIMA®
Managing Director
– Named the #1 Wealth Advisor in Wisconsin*
The Burish Group
UBS Financial Services Inc.
8020 Excelsior Drive, Suite 400
Madison, WI 53717
– Over $4 billion in assets under management as of 1 April 2019
– Relationships with $1 million or more are well served by our capabilities

* Forbes Best in State Wealth Advisors (2018, 2019).

Accolades are independently determined and awarded by their respective publications. Accolades can be based on a variety of criteria including assets under management, revenue, compliance record, length of
service, client satisfaction, type of clientele and more. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For more
information on accolades, please visit As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services
and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that
clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information,
visit our website at CIMA® is a registered certification mark of the Investments & Wealth Institute™ in the United States of America and worldwide. © UBS 2019. All rights reserved.
UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. VIP_08272019-1 Exp.: 08/31/2020


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