Exit your business with confidence Your passion has turned into a successful business. But you may still have questions: What if I want to expand? Am I making the right investment choices for my business? Am I doing all I can to reward my best employees? When is the right time to start planning to exit my business? Your advisory team at The Banas-Yu Wealth Management Group has what you need to help drive your business forward with optimism. Proceed with passion Speak to us about UBS Business Transition Services. Before > During > After > You sell your business Limei Yu, CIMA®, CRPS Senior Vice President-Wealth Management Senior Retirement Plan Consultant Institutional Consultant 312-525-4189 limei.yu@ubs.com Bob Banas, CRPS First Vice President-Wealth Management. Senior Retirement Plan Consultant 312-525-4188 bob.banas@ubs.com The Banas-Yu Wealth Management Group UBS Financial Services Inc. One North Wacker Drive Chicago, IL 60606 312-525-4500 800-621-0684 toll free UBS advisors.ubs.com/banasyu As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer 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 you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review the client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy. CIMA® is a registered certification mark of the Investments & Wealth Institute in the United States of America and worldwide. For designation disclosures, visit ubs.com/us/en/designation-disclosures. O UBS 2022. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. CH 024112023 Exit your business with confidence Your passion has turned into a successful business . But you may still have questions : What if I want to expand ? Am I making the right investment choices for my business ? Am I doing all I can to reward my best employees ? When is the right time to start planning to exit my business ? Your advisory team at The Banas - Yu Wealth Management Group has what you need to help drive your business forward with optimism . Proceed with passion Speak to us about UBS Business Transition Services . Before > During > After > You sell your business Limei Yu , CIMA® , CRPS Senior Vice President - Wealth Management Senior Retirement Plan Consultant Institutional Consultant 312-525-4189 limei.yu@ubs.com Bob Banas , CRPS First Vice President - Wealth Management . Senior Retirement Plan Consultant 312-525-4188 bob.banas@ubs.com The Banas - Yu Wealth Management Group UBS Financial Services Inc. One North Wacker Drive Chicago , IL 60606 312-525-4500 800-621-0684 toll free UBS advisors.ubs.com/banasyu As a firm providing wealth management services to clients , UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC - registered investment adviser and brokerage services in its capacity as an SEC - registered broker - dealer 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 you understand the ways in which we conduct business , and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer . For more information , please review the client relationship summary provided at ubs.com/relationshipsummary , or ask your UBS Financial Advisor for a copy . CIMA® is a registered certification mark of the Investments & Wealth Institute in the United States of America and worldwide . For designation disclosures , visit ubs.com/us/en/designation-disclosures . O UBS 2022. All rights reserved . The key symbol and UBS are among the registered and unregistered trademarks of UBS . UBS Financial Services Inc. is a subsidiary of UBS AG . Member FINRA / SIPC . CH 024112023