Are you ready to buy or sell a CPA practice or currently planning your transition strategy?
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 helps 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 client list
- Buy CPA practices and clients to grow your enterprise
- Access professional, virtual CPA resources
- Leverage our consulting services to transform your firm
- Harness technology to put the accounting industry at your fingertips
Our Executives
Paul D. Weinberg
Co-Founder and CEO
As Co-Founder and CEO of the CPA EXCHANGE, Paul founded his practice, Weinberg Partners in 1986, providing personal tax services to middle management executives across the United States. This made his practice one of the first virtual CPA firms in the country. Today, Weinberg Partners services clientele in all 50 States; Canada, Asia, Europe and South America.
Mike Bozorgi
Co-Founder
Mike is a Co-Founder of the CPA EXCHANGE, providing technical expertise to the firm and to CPA executives across the United States.