Who We Are
Our planners function as the expert sources to develop a customized comprehensive plan that coordinates the complex needs of a business owner and provides a roadmap for the owner to complete a successful business life cycle.
Our planners function as the expert sources to develop a customized comprehensive plan that coordinates the complex needs of a business owner and provides a roadmap for the owner to complete a successful business life cycle.
Business Design is a financial services firm that acts as a resource center for small to medium sized businesses. Our firm includes Financial Advisors who specialize in planning for business owners and their key executives; access to a Tax Attorneys focusing on income and estate tax planning for business owners; Investment Bankers with extensive financial experience in valuing businesses; structuring businesses; acquiring appropriate financing; M & A negotiation; and maximizing the value of a business upon the owner’s exit from the business.
We have fully coordinated affiliated resources that provide: strategic planning mentoring; marketing research, management team building; recruitment and compensation design; Business Processing Expertise; and IT consulting among other specialized services.
Cliff Duffield is the Managing Partner of Business Design, LLC. Cliff has over 40 years of experience in assisting successful business owners complete strategic planning and execution of business plans necessary to take a company full cycle to the successful sale of a business.