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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

September 22
1:00pm

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

CBM Managing Partner Pete Reilly will present “Seven Firms in Five Years – I Have a Feeling We’re Not in Kansas Anymore” on Sunday, September 22, 2019 to a group of counterpart… Read more ›

October 2
7:30am

Life Transitions: Considerations to Ensure Your Financial Security

Changes are normal in life, however it is surprising how rarely planning for life transition events occurs for those most impacted by the change.  It is never too early to begin the… Read more ›

October 17
7:30am

Top 7 Ways to Maximize Your Social Security Benefits (and Top Mistakes to Avoid)

Senior Investment Advisor Alex Seleznev and Senior Financial Advisor Wendy Moyers will lead a presentation on the morning of Thursday, October 17 about the top seven ways to maximize your social security… 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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