Bland & Associates Celebrates Strategic Acquisition of Schwarz & Associates

Published on Jan 10th, 2024

Omaha, NE – January 5, 2024 – Bland & Associates, proudly announces its recent acquisition of Schwarz & Associates, a well-established local firm serving the Omaha metro since 1986. The strategic move, effective January 1, 2024, marks a significant milestone in the growth and expansion of both entities. 

Schwarz & Associates, renowned for its comprehensive services encompassing tax preparation, tax planning, CAS, financial statement engagements, and consulting, joins forces with Bland & Associates to create a dynamic synergy of expertise and resources. The acquisition opens new horizons for clients of both firms, offering an extended range of services and unparalleled support.

Hank and Sharon Schwarz, esteemed owners of Schwarz & Associates, express their enthusiasm for the partnership and the prospects it brings. Hank Schwarz reflects on the longstanding collaboration with Bland, stating, 

“We have worked jointly with Bland & Associates for years and have always had great rapport. Bland is a highly rated firm to work with and work for. We are thrilled for our clients and for our employees.”

This strategic move not only enhances the services available to clients but also positively impacts the existing employees of Schwarz & Associates. The six dedicated employees will integrate seamlessly into the Bland team, operating from the Regency office location. This transition ensures continuity in client service while providing the added benefit of expanded services and support from a larger firm.

Jeremy Vokt, Managing Partner at Bland & Associates, emphasizes the alignment of cultures as a key factor in the decision-making process. 

“The main reason we are excited about this is that our cultures align. Hank and Sharon treat their clients the same way we do. Their employees have been there for years for a reason; there is a common thread of loyalty amongst the team and clientele.”

The acquisition not only consolidates expenses but also brings tangible benefits, including the integration of six experienced employees into the Bland team and the addition of solid, local clients to the Bland & Associates portfolio. The move exemplifies a strategic step forward for both firms, reinforcing their commitment to delivering exceptional financial services in the Omaha community.