Who We Are

Are you ready to buy a CPA practice or currently planning your transition strategy?

We make it simple!

In response to the growing number of accounting industry mergers, smaller firms are struggling to be more competitive, profitable and find ways to monetize their practices.

Perhaps more than at any other time in our profession’s history, the ongoing changes created by the increasing role of technology in the industry and the post-Covid-19 workplace provide an ideal occasion for firms to review their ownership needs and future client opportunities.

The CPA EXCHANGE is a transformative digital platform streamlining the way accounting practices and clients are bought and sold. Through an online membership-based exchange, CPAs list their practices for sale. Qualified buyers then evaluate the offer in a contained, secure and anonymous environment. Our members create and control their own experiences!

The CPA EXCHANGE can help firms achieve their short- and long-term goals. Our digital marketplace provides space for firms to transform, grow and transition their practices in a volatile market.

CPA EXCHANGE Members can:

  • Build virtual relationships with other CPAs across the United States
  • Market and sell your CPA practice to qualified buyers and monetize your clients list
  • Buy CPA practices and clients to grow your enterprise
  • Access professional, virtual CPA resources
  • Leverage our consulting services to transform your firm
Join Today!

Our Executives

Paul D. Weinberg

Co-Founder and CEO

As Co-Founder & CEO of the CPA EXCHANGE, Paul is a practicing CPA in Weinberg Partners, Ltd., the firm he founded in 1986, providing taxation & CPA Services to businesses and individuals throughout the United States and world. Weinberg Partners was one of the first full-service, primarily virtual CPA Firms in the U.S., and he consults with CPA Firms on their operations and business strategies.

Mike Bozorgi


Mike is a Co-Founder of the CPA EXCHANGE, providing technical expertise to the firm and to CPA executives across the United States.