Lookahead Advisory

Looking Ahead — Learn to Make Better Financial Decisions

Business EN ↓ 3 episodes

The podcast for founders, executives, and growing businesses who want to bring clarity and control to their financial decisions. Hosted by the team at Lookahead Advisory, each episode explores how to build smarter financial systems, from cash flow forecasting and back office operations to tax strategy, long-term planning, and wealth management. With decades of experience across FP&A, CFO advisory, accounting, and personal finance, we help you make decisions that actually move your business forward, month over month and year over year.

Author

Lookahead Advisory

Episodes

The Secret to Outpace the Competition? Your CFO | Ft. Peter Gregory | Looking Ahead EP 3 12.08.2025 28:56

If you’ve ever wondered whether your business really needs a CFO—or what a fractional CFO can do that a full-time hire can’t—this episode is for you. Max Morgan sits down with fellow Lookahead Advisory partner Peter Gregory, Head of Strategy, to unpack how CFO-level strategy can transform a business’s trajectory. Drawing from decades of executive leadership, entrepreneurship, and advisory work, Pe...

How Real Tax Strategy Saves You Thousands (and Your Sanity) | Ft. Lorilyn Wilson | Looking Ahead EP 2 08.08.2025 25:54

If your CPA only shows up at tax time, you're leaving money on the table. In this episode, Max Morgan sits down with fellow Lookahead Advisory partner and Head of Tax & Accounting, Lorilyn Wilson, CPA, to unpack what real, year-round financial strategy looks like—and why aligning your tax planning with your wealth goals is the smartest move you can make. They dig into Lorilyn’s path from c...

How to See the Financial Future of Your Business | Ft. Kathy Gregory 28.07.2025 29:40

If you’ve ever confused profitability with cash flow—or wondered why your bookkeeping doesn’t help you make smarter business decisions—this episode is for you. In this conversation, Max Morgan sits down with fellow Lookahead Advisory partner Kathy Gregory, Head of Business Forecasting, to unpack what real financial planning looks like for business owners. Kathy shares how she helps entrepreneurs g...