Plack Group

What Plack Group does

Plack Group is a private, founder-owned CPA and business consulting firm established in 1994 by Harry Plack and headquartered in Bel Air, Maryland. The firm serves high-income individuals and small-to-mid-sized business owners across the United States, offering a bundled suite of tax strategy, business consulting, valuation, succession planning, outsourced CFO, and estate planning services. Core service offerings are differentiated by proprietary, trademarked methodologies — notably the One-Life Game Plan™ coaching program and Tax GPS+™ for Business — combined with an EOS-based execution framework called Codify Business Consulting. The firm's go-to-market is consultation-led, with prospective clients scheduling calls via the website and receiving a customized strategic plan, supported by a multi-year engagement model spanning tax planning, recurring advisory, and coaching subscriptions. Pricing is quote-based and varies by engagement scope; revenue is not publicly disclosed. Operating from a single Maryland location, Plack Group claims nationwide coast-to-coast reach delivered via phone, video conference, and remote engagement, with no publicly disclosed headcount beyond 1-10 employees. Distribution relies on content-led demand generation including a monthly podcast, weekly email newsletter, blog, whitepapers, and the founder's book 'Get Your Life Back.' There is no evidence of institutional funding, acquisitions, partnerships, AI capabilities, or third-party technology platform offerings; the business is a traditional professional services practice augmented by proprietary methodology branding.

Name

Plack Group

Legal name

Plack Group, LLC

Website

https://plack.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Bel Air

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Tax Planning and Strategy Services: Ongoing tax planning and strategy services for high-income individuals and business owners, including entity structure optimization, income timing, and long-term tax planning to reduce tax exposure.
2. Outsourced CFO Services: Strategic financial partnership providing high-level bookkeeping, consulting, banking research, vendor research, cash flow planning, and custom KPI development without the heavy costs of a full-time CFO.
3. Succession Planning: Business transition and exit planning services including valuation, sale structuring to minimize taxes, and transition execution.
4. Business Valuation Services: Professional business valuation services by Certified Valuation Analysts (CVA) for potential sales, purchases, partner buyouts, and estate planning.
5. One-Life Game Plan™ Coaching: Life and business coaching program for business owners covering time management, people, accountability, health, sales process, operations, and money.
6. Codify Business Consulting: Hands-on operating system implementation for business execution, including strategic planning, leadership coaching, and KPI development.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Plack Group is a full-service CPA and advisory firm that delivers proactive, year-round tax strategy, business consulting, and life/business coaching for high-income individuals and small-to-mid-sized business owners. Its core service lines are Tax Strategy (for both business owners and high-income individuals), Codify Business Consulting (EOS-based execution framework), and the One-Life Game Plan™ coaching program, supported by Business Valuation, Succession Planning, Outsourced CFO, Estate Planning, and Business Tax Planning engagements.

Product overview

Plack Group is a professional services firm offering a comprehensive suite of tax strategy, business consulting, and coaching services for high-income individuals and business owners. The core offerings include Tax Strategy Services (for both business owners and high-income individuals), Codify Business Consulting (EOS-based execution framework), and the One-Life Game Plan™ coaching program. Supporting services include Business Valuation, Succession Planning, Outsourced CFO Services, Estate Planning, Business Tax Planning, and Strategy Meetings. The firm also produces educational content including The One-Life Game Plan™ Podcast and Harry Plack's book 'Get Your Life Back.' This is a service-based business model, not a software product platform.

Differentiator

Problem solved

Functional benefit

Brands

• Codify: Business consulting practice providing EOS Traction Implementation services, helping business owners bring clarity, alignment, and execution to how their business runs through structured operating systems.
• One-Life Game Plan™
• Tax GPS+™

Products and services

• Tax Strategy Services for Business Owners Proactive, ongoing tax planning service for business owners that addresses entity structure, income timing, benefits and retirement optimization, and long-term tax strategy aligned with how the business operates and evolves.
• Tax Strategy Services for High-Income Individuals

Quantifiable outcome

• Save up to 60% on taxes that could otherwise be taken from a business sale
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Aprio: Aprio is a Top-50 U.S. CPA and advisory firm serving business owners and high-net-worth individuals with tax strategy, business advisory, outsourced CFO, and succession/valuation services - directly overlapping Plack Group's product mix and customer segments.
• Anders CPAs + Advisors: Anders provides tax planning, business consulting, outsourced CFO, wealth advisory, and business valuation to closely held businesses and HNW individuals - a closely matching service set and target customer for Plack Group.
• Rehmann: Rehmann is a full-service CPA and advisory firm delivering tax, business consulting, outsourced accounting/CFO, and succession planning to closely held businesses and owners across multiple U.S. regions - a comparable integrated tax + advisory practice.
• PKF O'Connor Davies: PKF O'Connor Davies is a mid-sized full-service accounting and advisory firm serving closely held businesses, owners, and HNW individuals with tax, CFO, and succession services - a directly comparable peer in size and positioning.

Broad incumbents

• CLA (CliftonLarsonAllen): CLA is a top-10 U.S. accounting and advisory firm offering tax, advisory, outsourced accounting, and wealth management to mid-market businesses and HNW clients; broader scale and overlap make it a direct incumbent competitor to Plack Group.
• BDO USA: BDO USA is a large national accounting and advisory firm with extensive tax planning, business consulting, valuation, and CFO advisory practices serving similar business-owner and HNW segments, but at materially larger scale and breadth.
• Wipfli: Wipfli is a top-25 U.S. accounting and consulting firm delivering tax strategy, outsourced accounting/CFO, succession planning, and business advisory to mid-market and family-owned businesses.
• Cherry Bekaert: Cherry Bekaert provides tax, advisory, and wealth management services to privately held businesses and HNW individuals - comparable client base and service mix from a larger, more geographically diversified platform.
• Eide Bailly: Eide Bailly is a top-40 U.S. accounting firm offering tax planning, business advisory, outsourced CFO, valuation, and succession services to closely held businesses - overlapping client profile with Plack Group.

Emerging players

• FocusCFO: FocusCFO is a specialized outsourced/CFO-as-a-service firm serving growth-stage and mid-market business owners - directly competes with Plack Group's Outsourced CFO offering for the same business-owner segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/PlackGroup
• Facebookfacebook.com/plackgroup
• LinkedInlinkedin.com/company/plack-group-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Plack Group