MBA, CVA, CEPA
HLB Gross Collins Varied

Meet Our Team

Jeffery J. Plank, MBA, CVA, CEPA

Jeff is Director of Consulting Services for HLB Gross Collins, P.C. 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.

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.

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. He also has in depth expertise 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.

Jeff strives to blend long-term and short-term goals in order to effectively forge a path for his clients to maximize their financial success.

Jeff focusses on adding value to his clients by assembling all the pieces of the financial puzzle, taking into account their current and future financial landscape.  He looks for opportunities to maximize and pitfalls to avoid at each stage of his clients' business lifecycle in order to implement a road map for success.

 

Jeffery J. Plank headshot

About Jeff

United States Military Academy at West Point, Bachelor of Science in Mechanical Engineering

The University of Chicago Booth School of Business, MBA with concentration in finance and accounting

Enjoys spending time with his wife and their two sons

Community Involvment

Current Director and Former President of Community Consulting Team, a non profit providing pro bono strategy consulting to other non profits in Atlanta

University of Chicago Booth School of Business Atlanta Alumni Association, Board Member

Chairman of the Board Atlanta Business School Alliance

Vice chairman of the Advisory Board of Hyde Park Global Investments Corp

Professional Memberships

Certified Valuation Analyst

Certified Exit Planning Advisor

Certified Mindshop Facilitor

Packard has been a client of HLB Gross Collins for 33 years, through the tough years and the growth years. They have been a loyal and trusted advisor to us for everything from Audited financials to our recent transition to 100% ESOP, we could not have completed this transaction without their expertise. The firm has grown with us over these years and we look forward to trusting them for all our accounting and tax needs for many years to come. I don’t know how to say enough about how I trust the advisors and friends I have a HLB Gross Collins.

Susan Kirkland, President

Packard, Inc.

HLB Gross Collins has been an outstanding partner for our business for over 15 years. Wayne Gilmore and the partners and staff at HLB Gross Collins have supported our multi-national business tax and advice needs effectively and efficiently. Whether evaluating the tax and business consequences of an international or domestic job or completing the inevitable paperwork and tax returns required, HLB Gross Collins always provides the support we need. I highly recommend HLB Gross Collins to any business.

Steven R. Baardson, CFO & General Counsel

TransGlobal Energy, Inc.