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Seven Firms in Five Years

CBM President and Managing Partner Peter Reilly Discusses the Firm's History of Mergers Since 2014

August 22, 2019 – Peter Reilly, CBM President and Managing Partner of CBM, has spoken at the AICPA ENGAGE Conference and the 2019 Rainmaker Companies SuperConference on the firm’s history of mergers in the past five years. Among those acquisitions include Drolet & Associates (2014), May & Barnhard (2017), May Barnhard Investments (2018) and Chaconas & Wilson (2018).

Watch the firm’s animated, storytelling video detailing the history of mergers since 2014.

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Upcoming Events

December 12
8:30am

2019 Year-End Tax and Financial Planning Seminar (with a Market Overview of 2019)

Individuals who registered for this event before December 5 should note the new event location. It has been moved from CBM to the nearby Bethesdan Hotel due to strong demand.  CBM has… Read more ›

December 18
9:05am

Crafting the Financial Statement Notes for FASB’s New Liquidity Disclosure (for the 2019 Greater Washington Society of CPAs’ Not-for-Profit Symposium)

CBM’s Dan Weaver and Tony Cuozzo will present, “Crafting the Financial Statement Notes for FASB’s New Liquidity Disclosure” at the 2019 Greater Washington Society of CPAs’ Not-for-Profit Symposium on Wednesday, December 18… Read more ›

January 14, 2020
5:30pm

Retirement Assets In Family Law Cases

CBM Manager Jordan Egert and Principal Jane Ochsman Rowny will lead a comprehensive presentation to help attendees understand the impact of a divorce or separation on their retirement assets. They will specifically… Read more ›

Career Spotlight


""I like working at CBM because they support and encourage personal career growth. They provide the flexibility you need to manage continuing your education while working full time...""

Abbie Niehoff
Financial Planning & Litigation Support Paralegal

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