About Us | CurrentCFO

Our Mission

CurrentCFO provides actionable financial strategies for small business owners and startup founders. We translate complex CFO-level concepts — cash flow management, financial modeling, tax strategy, and M&A preparation — into clear, practical guidance you can apply today.

About the Author

Juwon Lee is the former CFO of The Princeton Review, where he led a $27M turnaround — transforming a $7M annual loss into $20M profit and positioning the company for an approximately $300M exit. Prior to that role, he served as an Investment Banking Associate at Jefferies, executing $4B+ in M&A and capital markets transactions, and as a Vice President at AlixPartners, specializing in corporate restructuring including Chapter 11 proceedings.

Juwon holds an MBA from the Kellogg School of Management at Northwestern University and currently serves as Principal Consultant at Margin Kinetics, providing fractional CFO services to growth-stage companies.

Editorial Standards

Every article on this site follows strict editorial guidelines:

Experience-based insights: Content draws on real-world CFO, investment banking, and restructuring experience — not generic advice rewritten from other blogs.
Current data: Financial rules, tax brackets, and regulations change annually. We update articles to reflect the latest information.
No personalized advice: We educate and inform, but we are not providing personalized financial advice. Always consult a qualified professional for decisions specific to your situation.
Transparent affiliations: When we link to products or services, we clearly disclose any affiliate relationships. Our editorial content is never influenced by affiliate partnerships.

Work with Juwon

If your business is at a stage where financial strategy directly drives outcomes — a growth plan, a cash crunch, a raise, an exit, or a capital decision — Juwon works directly with a small number of companies each year through Margin Kinetics:

Fractional CFO — monthly engagement covering cash flow, forecasting, unit economics, and board reporting for $1M–$10M revenue businesses
Capital Access — working capital and equipment financing introductions through established commercial finance relationships (see our referral disclosure)
Fundraising Support — pitch narrative, model, investor-facing materials, and negotiation prep
M&A Preparation — QoE readiness, data room, buy-side/sell-side financial modeling
Project CFO — focused 4–12 week engagements for turnarounds, system implementations, or transaction prep

Schedule a 15-minute discovery call →

Discovery calls are free and no-obligation.

Contact

Have a question or found an error? We take accuracy seriously. Email us at [email protected].

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