Built for the complexity of business ownership.
The financial infrastructure, strategic leadership, and transaction expertise that serious operators need, delivered by people who have done it before.
Our services
Finance Operations
End-to-end oversight of financial functions across single or multi-entity structures.
This includes monthly close management, consolidated P&L, balance sheet and cash flow reporting, rolling cash flow forecasting, intercompany reconciliations, and budget-to-actual variance analysis.
We also manage banking relationships, tax coordination with external advisors, insurance oversight, and the financial systems and processes that keep a business running cleanly.
CFO Advisory
Senior financial leadership for improved decision-making and planning.
This covers financial planning, pricing and cost decisions, KPI development, and operating dashboards designed for each business.
On the investor side, we manage quarterly distributions, capital account ledgers, investor reporting packages, and debt covenant compliance, providing the full CFO function across a portfolio.
Deal Advisory
Support across the acquisition lifecycle, from deal evaluation to operational integration.
During due diligence, this includes analysis of target financials, quality of earnings, working capital requirements, and deal economics modelling.
Post-close, the firm leads financial integration, standing up chart of accounts, onboarding bookkeeping processes, integrating the new entity into consolidated reporting, and establishing budgets and KPI tracking from day one.
About us
Founded by a team with experience spanning investment banking, venture capital, and senior finance roles in startups and investment portfolios. Karri Advisors brings a rare combination of technical rigour and commercial judgment to every engagement.
The firm was built on the belief that small and mid-market businesses deserve the same quality of financial leadership as large corporations and institutional investors they compete with.