Business Design
Business Design, LLC is a privately held financial advisory firm in Leawood, Kansas serving small and mid-sized business owners with exit planning, business valuation, capital access, and coordinated advisory services, supplemented by invoice factoring for oilfield services and a multi-tier fuel discount program.
- Company typePrivate
- Founded2006
- HeadquartersLeawood, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Business Design does
Business Design, LLC is a privately held financial services and business advisory firm founded in 2006 and headquartered in Leawood, Kansas, serving small and medium-sized business owners in the United States. The firm operates as a coordinated advisory practice rather than a technology or SaaS business, with a four-person leadership team including Managing Partner Cliff Duffield, Senior Banking Director Marc Andreoli, and Board Directors Mark Blackton and Phil Cansler, all carrying 40+ years of combined experience in financial services, valuation, and business transitions. Core services are delivered one-on-one and cover exit planning, business valuation, tax planning, management team building, growth strategy, advisory board design, access to capital resources, 1031 exchanges, and Opportunity Zone advisory.
The product set splits between professional services (advisory engagements) and transaction-based offerings. The transactional line consists of (1) an invoice factoring product targeted at oilfield services companies providing same-day funding up to 97% of invoice value via wire or ACH within 24 hours, and (2) a three-tier fuel discount program offering 10–50¢ per gallon savings across a 1,500-truckstop network, a 200,000-station nationwide rebate program covering the U.S. and Canada, and a mobile app-based discount at 1,000+ truckstops. The firm also coordinates access to adjacent resources — investment banking, M&A advisory, accounts receivable financing, purchase order funding, equipment leasing, and private equity — via partner relationships.
Go-to-market is consultative and referral-driven: direct outreach to business owners, client testimonials across five named engagements (Sierra Transport, Hudson Enterprises/Anytime Fitness, Eiko Global, Sealco/Bick, Ron Reid Associates), professional advisor referrals from accountants, attorneys, and bankers, and content marketing through a blog and email newsletter positioned around exit planning and value drivers. Pricing is not publicly disclosed for advisory services; invoice factoring is priced as a take rate against advanced value, and fuel discounts are unit-priced per gallon with monthly rebate or pay-as-you-go billing depending on tier. Headcount is reported at 1–10 employees.
Business Design firmographics
Firmographics- Name
- Business Design
- Legal name
- Business Design, LLC
- Website
- https://businessdesign.cc
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Business Design, LLC is a privately held financial advisory firm in Leawood, Kansas serving small and mid-sized business owners with exit planning, business valuation, capital access, and coordinated advisory services, supplemented by invoice factoring for oilfield services and a multi-tier fuel discount program.
- Ownership category
- akta.pro rank
Business Design industry classification
Industry- Product category
- Financial Advisory Services
- SIC
- Services-Engineering, Accounting, Research, Management (8700), Services-Management Services (8741)
- akta.pro primary industry
- Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where Business Design is headquartered
LocationHeadquarters
- HQ city
- Leawood
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Business Design business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Financial Advisory Services: Business Design acts as a strategic resource center providing comprehensive financial planning, exit planning, business valuation, and access to capital resources for small to medium sized business owners. Revenue appears to derive from advisory fees for planning services, access to financing alternatives, and coordinated resources including invoice factoring and fuel discount programs.
- Invoice Factoring: The company provides invoice factoring solutions for oilfield services companies, offering same-day funding with advances up to 97% of invoice value. This service helps companies quickly increase cash flow without taking on debt.
- Fuel Discount Programs: Business Design offers fuel discount programs including fleet diesel discounts at truckstop networks (up to 25¢/gallon), nationwide fuel station rebates (10¢/gallon), and mobile app-based diesel discounts (up to 50¢/gallon) at select truck stops. These programs provide savings to commercial vehicle operators.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Invoice Factoring with up to 97% advance rate |
| Unit Pricing | Pay-as-you-go | Option 1: Fleet OTR Diesel - 25¢/gallon discount at 1,500 truckstop network |
| Unit Pricing | Monthly | Option 2: Nationwide Rebate - 10¢/gallon first year on gas and diesel |
| Unit Pricing | Pay-as-you-go | Option 3: Mobile App Diesel Discount - up to 50¢/gallon |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels5 records
Business Design product offering
Product offeringCore offering
Business Design is a financial advisory firm that helps small and mid-sized business owners with a bundled suite of services including exit planning, business valuation, tax planning, money management, fuel discount programs, and invoice factoring. The firm operates as a multi-disciplinary advisory practice focused on the operational, financial, and long-term planning needs of privately held businesses.
Product overview
Business Design, LLC is a financial services firm offering a comprehensive portfolio of advisory and financing services for business owners. The core offering includes invoice factoring services (with same-day funding for oilfield services and trucking companies) and fuel discount programs, supplemented by a broad range of business advisory services including exit planning, business valuation, tax planning, management team building, access to capital resources, growth strategies, and strategic planning. Additional specialized services include 1031 exchanges and Opportunity Zone investments. The firm positions itself as a resource center providing fully coordinated financial resources that traditional banking relationships typically cannot offer.
Differentiator
Problem solved
Functional benefit
Products and services
- Exit Planning
- Business Valuation
- Tax Planning
- Money Management
- Fuel Discount Program
- Invoice Factoring
Quantifiable outcome
- Advances up to 97% of invoice value within 24 hours for factoring clients
- +2 more outcomes
Companies that use Business Design
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles1 record
Business Design technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Business Design partnerships and signals
Strategic signalRecent moves5 records
Expansion highlights5 records
Business Design competitors and assessment
Company assessmentRegional players
- Eide Bailly: Top-25 regional accounting and advisory firm headquartered in the upper Midwest, providing tax, audit, and business advisory to SMBs. Geographic and service overlap with Business Design's regional SMB advisory focus.
Broad incumbents
- Wipfli LLP: Top-25 U.S. accounting and consulting firm serving mid-market companies with advisory, tax, and valuation services. A broader incumbent competing for the same SMB exit planning and advisory engagements.
- FORVIS (formerly BKD): Top-10 U.S. accounting firm providing advisory, tax, and valuation services to mid-market and closely held businesses. Comparable service lines to Business Design but at much larger scale.
- BDO USA: Major global accounting and advisory network with a dedicated Private Equity / Business Exit Planning practice. Competes for the same SMB owner advisory wallet with deeper resources and national reach.
- CBIZ: National business advisory, tax, and consulting firm serving SMB and mid-market clients. Offers overlapping financial advisory, exit planning, and capital access services that compete with Business Design's offerings.
- Marcum LLP: Top-20 national accounting and advisory firm with a dedicated business services and exit planning practice. Overlaps with Business Design on advisory, valuation, and tax planning, but at significantly larger scale and with broader geographic reach.
Direct peers
- Generational Equity: M&A advisory firm focused on helping small and mid-sized business owners plan and execute exits. Comparable to Business Design's exit planning and M&A resource offerings for the same SMB client base.
- The Rawls Group: Business exit planning and value acceleration advisory firm serving private business owners. Directly comparable to Business Design's Business Owner Exit Planning service line and value maximization approach.
- Anders CPAs + Advisors: Mid-market accounting and advisory firm providing tax, valuation, and business consulting to SMBs and their owners. Comparable client profile and service mix to Business Design.
- Kreischer Miller: Regional CPA and business advisory firm offering tax, audit, and exit/succession planning for closely held businesses. Closely aligned with Business Design's coordinated personal-and-business advisory model.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights5 records
Customer concentration
Business Design social profiles
Digital presenceBusiness Design financial estimates
Financial estimateRevenue estimate
Valuation estimate
Business Design leadership team
Management profileNumber of profiles
Profiles1 record
Business Design funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Business Design M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Business Design
What does Business Design do?
Business Design is a financial advisory firm that helps small and mid-sized business owners with a bundled suite of services including exit planning, business valuation, tax planning, money management, fuel discount programs, and invoice factoring. The firm operates as a multi-disciplinary advisory practice focused on the operational, financial, and long-term planning needs of privately held businesses.
Is Business Design a public or private company?
Business Design is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Business Design founded?
Business Design was founded in 2006. It employs 1 to 10 people.
Where is Business Design based?
Business Design is headquartered in Leawood, United States, in the North America region.
How does Business Design make money?
Three revenue lines are on record. Financial Advisory Services are the primary driver. The others are invoice Factoring and fuel Discount Programs.
Who are Business Design's main competitors?
Eide Bailly is listed as a regional player. Broad incumbents are Wipfli LLP, FORVIS (formerly BKD), BDO USA, CBIZ and Marcum LLP. Direct peers are Generational Equity, The Rawls Group, Anders CPAs + Advisors and Kreischer Miller.
Does Business Design have an API?
No public API is recorded for Business Design.
What industry is Business Design in?
Business Design's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAG, Estate & Legacy Planning Advisory. Its SIC code is 8700.