Should your private practice rent office space or take the leap into ownership? In this episode of The Right Tack, we sit down with real estate expert Nils Snyder to unpack the shifting landscape of commercial real estate and what it means for behavioral health providers.

Nils explains how the office market has evolved since COVID, why renting offers flexibility while ownership builds long-term wealth, and the importance of working with a commercial broker to navigate the process. He also highlights why your growth plan—not just your current needs—should drive your real estate decisions.

Whether you’re a solo therapist or leading a growing group practice, this conversation offers practical insights to help you make the right choice for your future.

Where you work from as a private practice owner is more than just a location — it’s a strategic decision that can shape your budget, workflow, and client experience. In this episode of The Right Tack, Paul and Jim Jonas are joined by Dr. Talha Baloch, Psychiatrist, practice owner, and co-founder of Mindful Spaces, a coworking and office share community for mental health professionals.

Talha shares his journey from burnout in private equity-backed clinics to building his own thriving practice, and how coworking played a pivotal role in his success. You’ll hear the pros and cons of coworking versus leasing, what to look for in a space, and practical tips to help you choose the right fit — whether you’re just starting out or planning to expand.

In this episode of The Right Tack, Paul and Jim sit down with Tim Sery, Vice President and Commercial Lender at BankVista, to talk about what private practice owners need to understand when it comes to working with a bank. Whether you’re looking to expand your practice, refinance existing debt, or simply build a stronger relationship with your financial institution, Tim shares candid insights from a lender’s perspective.

He walks us through what banks are really looking for in a borrower, why relationships matter more than you think, and how behavioral health providers can better position themselves for financing—especially when exploring options like SBA loans. Tim also sheds light on common mistakes practice owners make when applying for credit, and how to avoid them.

With decades of experience helping small businesses grow, Tim reminds us that your bank shouldn’t just be a gatekeeper—it should be a partner in your success.

The information shared in this podcast reflects the views of Tim Sery as a guest 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.