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Have you sold
your business?
Managing your newfound wealth

Business Owner Insights

Where you are today is the result of your passion for the business you’ve built—and a lifetime of work.
But what is your vision for life after you walk away from your business?
As you transition into a new phase of life, a structured approach to wealth management will be critical.
Our team of financial professionals can help you plan for this next stage.

Preparing for what comes next:
Life after the sale of your business

Visit our website to get your copy of Business Owner Insights, a UBS planning guide to help you
navigate life after exiting your business:

Andrew D. Burish, CIMA®
Managing Director
– Forbes’ #1 Wealth Advisor in Wisconsin*
– Over $4 billion in assets under management
(as of 1 April 2019)
The Burish Group
UBS Financial Services Inc.
8020 Excelsior Drive, Suite 400
Madison, WI 53717

*Forbes Best-in-State, 2018, 2019
Accolades are independently determined and awarded by their respective publications. 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 a particular rating, 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 Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and Certified finanCial PlannerTM in the US. CIMA® is a registered certification mark of the
Investments & Wealth Institute™ in the United States of America and worldwide. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. © UBS 2019. All rights reserved. VIP_10072019-2 Exp.: 11/30/2020


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