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The Right Tack
The Right Tack is the podcast for behavioral health practice owners who are navigating the business side of mental health care. Hosted by Paul Jonas, Co-Founder and CEO of BreezyBilling, and Jim Jonas, Therapist, Co-Founder of BreezyBilling, and Founder of The Jonas Center, each episode features real conversations with experts, providers, and industry leaders about the challenges—and wins—of running a successful practice.
Whether you're just starting out or scaling up, The Right Tack offers practical insights, honest stories, and actionable tips to help you grow with confidence.
Set your course—and let’s sail smoothly through the world of behavioral health business. Presented by BreezyBilling.
The Right Tack
How to Finance Your Private Practice the Smart Way
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.