In this follow-up to our popular business banking episode, hosts Paul and Jim Jonas sit down with Tim Sery (VP Commercial Lender) and Kari Schurmann (SVP SBA Officer) from BankVista to talk about what behavioral health practice owners need to know about SBA loans, conventional loans, and financing strategies for sustainable growth.

You’ll learn:

• The key differences between SBA and conventional loans
• Why SBA loans are often ideal for behavioral health practices
• What recent SBA program updates mean for business owners
• How “preferred lender” status speeds up the loan process
• Real-world insights on how practices grow—and when they outgrow SBA

Whether you’re opening your first office or expanding your team, this episode breaks down the financial tools that can help you reach the next level.

🎧 Listen to Episode 9 of The Right Tack — where we help private practice owners face the headwinds of the healthcare industry.

The information shared in this podcast reflects the views of Tim Sery and Kari Schurmann as guests and is intended for general informational purposes only. It should not be construed as legal, financial, or business advice, nor does it constitute an offer to lend. Listeners should consult their own advisors before making any financial decisions. Any discussion of SBA programs is based on current understanding and may not reflect the most recent guidance or eligibility criteria. BankVista is Member FDIC and Equal Housing Lender.