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.

It’s one of the most common sources of confusion for mental health professionals: What’s the difference between credentialing and contracting?

In this episode of The Right Tack, hosts Paul Jonas and Jim Jonas explain how these two processes work together (and why mixing them up can lead to serious payment delays). From managing CAQH profiles to understanding payer denials and supervision rules, they share insights every private practice owner needs to know.

👉 Tune in to learn:

• How credentialing validates you as a provider
• Why contracting defines how your practice gets paid
• Common mistakes that lead to claim denials, and how to avoid them!

Brought to you by BreezyBilling, helping behavioral health practices stay organized, compliant, and profitable.

What was it like to start a private practice decades ago — and how has it changed today? In this episode, Jim (therapist) and Paul (business leader) Jonas explore the history of private practice ownership, from billing by paper form and battling HMOs, to today’s compliance-heavy environment.

They share personal stories, struggles, and insights that highlight how much the field has evolved — and what remains the same: the courage to start and the challenges of growing a practice.

If you’re thinking about starting your own practice — or just curious about how far the industry has come — this episode will give you perspective, context, and encouragement.

🎧 Listen now and subscribe to The Right Tack for more real talk on building and growing your behavioral health practice.