Seven Firms in Five Years – I Have a Feeling We’re Not in Kansas Anymore (AICPA ENGAGE)

CBM Managing Partner Pete Reilly and Marketing Director Joe Kovacs will present “Seven Firms in Five Years – I Have a Feeling We’re Not In Kansas Anymore” at the Association for Accounting Marketing Summit at AICPA ENGAGE. The presentation will cover the branding, operational and financial impact on merging seven firms into CBM in the period of five years.

Merging accounting and consulting practices into an established accounting firm impacts the acquiring culture, delivery systems, professional development, business development, marketing, communications and technology processes. The challenges of integrating multiple offices are outweighed by the benefits gained in enhanced services, increased industry niches and a well diverse culture. While the acquisitions of larger firms usually make industry headlines, it is the smaller and mid-sized firms that are the most changed on every level. CBM has successfully integrated seven firms over five years, in the process doubling the number of the firm’s professionals, adding an additional office, new practice areas, and adopting new technologies. CBM is who we are now, recently.

In an era of increasing mergers and acquisitions, the leadership from firms across the country–and internationally—are deciding to adopt practices that contribute to growth and longer-term positioning.

Join Pete and Joe at the MGM in Las Vegas for a stimulating education event hosted by AICPA and the Association for Accounting Marketing.

Peter B. Reilly, CPA, CVA,  President and Managing Partner

Joe Kovacs, APR, Director of Marketing and Business Development