What does it take to build a thriving group practice while staying grounded in your values? In this episode of The Right Tack, Paul and Jim Jonas talk with Kelly Evans, Founder of Down to Earth Therapy, about the art of hiring, supervision, and leadership in behavioral health.

Kelly shares honest advice for practice owners—especially those hiring for the first time—on navigating difficult conversations, creating a supportive supervision model, and balancing the dual roles of therapist and business owner.

You’ll hear:

• How to set the tone for open communication and trust in your team
• The value of mentorship and collaboration in leadership
• Ways to create an inclusive, diverse practice culture
• How supervision benefits both students and seasoned clinicians

If you’re growing your practice or stepping into leadership, this conversation is full of wisdom and heart.

🎧 Listen now and follow The Right Tack wherever you get your podcasts.

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.

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.

Starting your own private practice? You’ll need more than just clinical expertise—you’ll need a solid business foundation. In this episode of The Right Tack, BreezyBilling CEO Paul Jonas and Co-Founder Jim Jonas sit down with CPA and Attorney Devon Liljenquist to unpack one of the biggest early decisions practice owners face: choosing the right business structure.

Devon shares expert guidance on entity types like LLCs, S Corporations, and sole proprietorships, and explains how these decisions impact taxes, liability, and long-term growth. Whether you’re just launching or reevaluating your setup, this conversation will help you understand how to align your business structure with your goals—and avoid common pitfalls.

Tune in for practical, plain-English insights you can use right away.