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Business Financial Services in Wichita, KS

For business owners who need more than an investment account. Succession, exit strategy, and CFO-level thinking, wherever you operate.

Running a business in Wichita is different from running one in a major metro. Your customer relationships run deeper. The community knows your name. Your business isn't just income — it's often the most valuable financial asset you own.

That also means the stakes are higher. Decisions around growth, ownership structure, key-person risk, and eventual succession can either strengthen your business or put it at serious risk. Most business owners are making these calls without a dedicated financial strategist in their corner.

StewardRight works with business owners across the Wichita area to bring the same level of financial planning discipline to your business that we bring to your personal finances. Because the two are inseparable.

StewardRight business financial advisor meeting with client

What We Help Business Owners With

Business Succession Planning

At some point, every business owner exits — by choice or by circumstance. We help you plan who takes over, what it's worth, and how you're paid fairly for the value of the business.

Business Valuation Guidance

Do you know what your business is worth today? We help you develop a realistic picture of business value and what drives it — for succession, buy-sell agreements, and SBA applications.

Buy-Sell Agreement Review

If you have a business partner, you need a buy-sell agreement. If you have one, it probably needs to be reviewed. Many Kansas buy-sell agreements are outdated and under-funded.

Key-Person Insurance

What happens to your business if you, your top salesperson, or your lead engineer dies or becomes disabled? Key-person insurance provides the buffer that allows a business to recover.

Tax Strategy for Business Owners

Business owners have more tax planning levers than employees. Entity structure, retirement plan selection, income timing, compensation vs. distribution — we work alongside your CPA to coordinate it all.

Personal Financial Planning

Your business is probably your biggest asset. But you can't eat your equity. We help business owners build personal wealth outside the business — portfolios, insurance, and retirement income that don't depend entirely on a successful exit.

StewardRight advisor with business owner clients

Plan Your Exit on Your Terms

Every owner exits eventually, by choice or by circumstance. We help you understand what drives your company's value, prepare for the transition you want, and coordinate the details with your CPA and attorney. Mike Proctor's training as a Certified Value Growth Advisor informs this work at every stage.

Talk to a Business Financial Advisor

StewardRight, LLC · 515 S Main St, Suite 103 · Wichita, KS 67202 · (316) 768-7526

Serving Wichita, the surrounding communities, and clients nationwide.

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30 minutes. No pitch, no pressure.

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Business Owner Credentials

CFP® Certified Value Growth Advisor RICP® Fiduciary RIA

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Frequently Asked Questions

The time to start planning is well before you're ready to leave. Whether you're planning a family transfer, a partner buyout, an ESOP, or a sale to an outside buyer, succession planning typically takes 3–5 years to execute well. Starting early gives you more options and more value at exit.

A Certified Value Growth Advisor has specialized training in business valuation, value acceleration, and exit planning. Mike Proctor holds this credential, which informs how he works with business owner clients on building enterprise value before a planned or unexpected exit.

A buy-sell agreement needs to address: what triggers a buyout, how the business will be valued at that time, and how the buyout will be funded. Most buy-sell agreements we review either lack adequate funding (life insurance or other mechanisms) or use outdated valuation formulas. We flag these gaps before they become disputes.

The key is to treat your personal financial plan separately from the business — not to assume the business is your retirement plan. We help business owners set up separate investment portfolios, use SEP-IRAs or Solo 401(k)s efficiently, review insurance coverage, and build a retirement income strategy that doesn't require a successful exit to work.

Build It Right. Protect It. Exit on Your Terms.

Talk with an advisor who understands what business owners actually face, in person or virtually.

Schedule a Free Call