Financial Planning

for Small Business Owners

Todd Mann Financial Services offers Business Plans for businesses around Springfield, Eugene, and Lane County. A good business plan often equates to a profitable business and together, we can help you: explore target markets, perfect your elevator pitch, forecast expenses and profits, stay focused with milestones, review and understand your numbers, develop a marketing plan, design your company's benefits plans, and become a profit-centered business.
Starting from scratch or need a reboot, we are here to help
Todd Mann Financial Services offers Transition Plans for business located around Springfield, Eugene, and Lane County. We'll help you plan for smooth business continuation with a well-funded buy-sell agreement.

From business expansion to succession we may have the solutions you are looking for. 


Transition Plans

Buying or Selling a Financial Practice in Springfield or Eugene... Let us Know


Succession Planning

Facing retirement or death?

We'll help you plan for smooth business continuation with a

well-funded buy-sell agreement

Is a Buy-Sell Agreement Right for You? Ask yourself: 

1. Are there other owners of your business?

2. Do you have a succession plan in place in case of death or retirement? Is it funded?

3. Has a business continuation plan been discussed with family members and key employees?

4. If one of your business partners dies, do you want to continue to do business with the deceased partner’s heirs?

5. Will your business partners look after your family’s financial needs?

6. Will there be enough cash to settle your estate expenses?

7. Will your family receive a fair price for your share of the business?

A Buy-Sell Agreement Provides:

An agreed upon price

A guaranteed buyer

Prompt settlement

Fixed estate tax value

Relief to family from burdens

There are Two Types of Buy-Sell Agreements:

Cross purchase- Other stockholders purchase the stock of the departing member
Stock redemption- The corporation purchases the stock of the departing member

How much is your business worth?

Click here to start your Business Valuation


Know your business values...

Equity value
 Enterprise value
Asset sale value
Liquidation value

                                                                         Why get a valuation?

                                                                         To secure financing

                                                                         For proper credit and risk management

                                                                         To sell a business for full market value

                                                                         To make the most out of your business

                                                                         You will need:

                                                                         Two most recent business income tax returns
                                                                         and other relevant figures (goodwill, intellectual property, etc.)

We partner with Ohio National Insurance Company and produce these reports via BizEquity

Can you afford to live life without a financial plan?

Have Questions?

1840 5th St. Springfield, OR 97477.  

(O) 541-583-0093




1840 5th St. Springfield, OR 97477  |  (O) 541-583-0093  |

Securities offered through D.H. Hill Securities, LLLP, Member FINRA/SIPC.  D.H. Hill Securities, LLLP, Todd Mann Financial Services, and Belpointe Asset Management, LLC are not affiliated entities.


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