By Referral Only

Advisory, Capital & Financial Strategy

Practical advisory, capital & financial support
for small business owners.

We help established small businesses think clearly about growth, strategy, risk, accounting and finance so they can build with confidence instead of guesswork.

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Who We Work With

Industry 219 partners with a small number of privately held businesses. We are a relationship-driven firm focused on fit and integrity.

Revenue History

Already have a proven revenue track record.

Financial Health

Are profitable or have a clear path to profitability, with meaningful asset or brand value.

Leadership

Are led by owners who value long-term relationships, integrity, and service.

Origin

Were introduced to us through an existing relationship or network connection.

Capital Requirements

Need between $50,000 and $1,000,000 in growth or transition capital, or don't need capital at all but are focused on growth and upscaling.

"If that sounds like you, we may be a fit."

Capital, Strategy & Financial Leadership

We partner with clients for some or all of their financial, leadership, and capital strategy needs.

Capital Evaluation

Evaluate options for debt and equity financing that align with your goals. We help structure capital in a way that supports growth without breaking the business.

Negotiation Support

Navigate negotiations with lenders and investors. We act as your advocate to ensure terms are fair and sustainable.

Risk & Governance

Think through strategy, risk, and governance as the business grows. We help professionalize your operations without losing your entrepreneurial spirit.

Advisor Coordination

Coordinate with existing advisors (CPAs, attorneys, bankers, boards). We bridge the gap between legal, financial, and operational advice.

Fractional CFO

High-level strategic financial planning, forecasting, and board-level reporting to guide your business decisions without the full-time executive cost.

Controller Services

Oversight of accounting systems, cash flow management, and internal controls to ensure your financial data is accurate, timely, and actionable.

Bookkeeping

Reliable, day-to-day record-keeping and reconciliation. We keep your books clean, compliant, and ready for taxes or audits.

"Sometimes that means helping you raise capital.
Sometimes it means advising you not to."

Meet The Team

Curtis Oscarson

President and Co-Founder

Strategy, Legal, M&A, Finance

Before founding Industry 219, Curtis practiced corporate and securities law with leading firms, advising emerging and technology companies, venture capital funds, and private equity groups. He then worked part-time in house with several clients where he led their management restructuring for growth and eventual sale to private equity buyers.

Todd Allen

Co-Founder and Director

Strategy, Finance, Accounting

Todd is a finance executive with broad experience supporting organizations across a range of industries. He specializes in building and strengthening finance functions, improving FP&A and reporting, and delivering clear, actionable insights to leadership teams. With a background in public accounting and senior finance roles, Todd brings a practical, results-driven approach to financial strategy, operational improvement, and business decision-making.

Amy Jolly

Principal

Accounting, Financial Control, Bookkeeping

Amy is an analytical financial professional with over 30 years of experience supporting organizations through complex financial transitions and growth. She specializes in strengthening finance functions, increasing productivity, and implementing efficient processes that drive revenue growth while decreasing costs. With a background that includes 16 years in business advisory and technology at a mid-sized CPA firm, and over 10 years as a finance director, Amy brings deep expertise across diverse sectors, including SaaS, medical, real estate, non-profit, retail and construction. An Advanced QuickBooks Certified ProAdvisor, she is highly skilled in creating financial SOPs, managing cash flow, and delivering high-level FP&A reporting and modeling to leadership teams.

Akansha Sahu

Staff Accountant

Accounting, Bookkeeping, Billing

Akansha is an accounting professional with over a decade of experience managing domestic and international financial operations. She specializes in monthly financial statement preparation, accounts payable, vendor management, and streamlining complex financial transactions across various ERP systems. With an MBA in Accounting and Finance, Akansha brings a rigorous, detail-oriented approach to bank reconciliations, month-end close activities, and accurate financial reporting. She is committed to operational efficiency and fiscal integrity, providing reliable support to ensure the firm’s financial functions remain seamless and accurate.

Practical advisory, capital & financial support
for small business owners.

Who We Work With