Jeffrey J. Plank, MBA, CVA, CEPA


Jeff is Director of Consulting Services for HLB Gross Collins, P.C. He earned a bachelor of science degree in Mechanical Engineering from the United States Military Academy at West Point and received his Masters of Business Administration from the University of Chicago Booth School of Business, with a dual concentration in Finance and Marketing.

Jeff brings a wealth of strategy and corporate finance management experience to his clients. He has held senior management positions in operations and finance across various industries in organizations that have ranged in size from Fortune 50 companies to technology start-ups.

As Director of Consulting Services, Jeff manages a broad array of advisory services for our clients to include: profit enhancement, business transition planning, litigation support, valuation services and internal control engagements (SOC 1, SOC 2, SOC 3).

Specialized Services
Jeff specializes in consulting services designed to make organizations more efficient and effective, with special emphasis on profit enhancement, financial planning and analysis, strategy, exit planning, business valuations and interim CFO engagements. Jeff is also a Certified Mindshop Facilitator. Mindshop is a global provider of strategic and personal development solutions for business leaders and advisors. Jeff is also an expert in internal controls and IT assurance and risk management.

As a Certified Valuation Analyst, Jeff has specialized expertise in maximizing value and minimizing risk in complex business transactions such as mergers and acquisitions, reorganizations, buy/sell agreements, and exit planning.

Jeff also holds the designation of Certified Exit Planning Advisor (CEPA). He has specialized expertise in helping clients devise an appropriate exit strategy, whether they are planning to transition the business to a family member or sell to a third party.

Community Involvement & Professional Memberships
Since 1999, Jeff has been involved with Community Consulting Teams (CCT), a 501 (c) 3 not-for-profit which provides pro bono strategy consulting to other not-for-profit organizations in Atlanta. Initially involved as a volunteer consultant, he led the organization for five years as their President. He is currently a Director on their Operating Board.

Jeff is also a board member and former President of the University of Chicago Booth School of Business Atlanta Alumni Association, and on the governing board of the West Point Society of Atlanta. Jeff has been a member of the Financial Executive Network Group since 2000, and is currently Vice Chairman of the Advisory Board of Hyde Park Global Investments Corp, an equity market neutral program trading fund. Jeff is also Chairman of the Board of the Atlanta Business School Alliance, an alliance of top Atlanta-area business school alumni clubs.

View Jeff’s clip on enhancing existing profits and maximizing business value.

Listen to Jeff’s business insight from his interview on Silver Lining in the Cloud.