Affiliates

Kraft Analytics, LLC

Kraft Analytics, LLC provides valuation, forensics and transaction advisory services. Valuation services include the valuation of businesses, equity interests, and assets. Forensic services include the assessment of damages in disputes and investigative analysis. Transaction advisory services include support for buyers and sellers in transactions with structuring analysis, valuation and due diligence support.

Kraft Asset Management, LLC

Kraft Asset Management, LLC operates under the fiduciary standard to provide a broad range of wealth advisory services for individuals, families, and businesses. These services include financial planning, estate planning, and investment management, as well as retirement plan design and ongoing support. KAM also works closely with families and family offices, providing support services, ongoing planning and advice.

Kraft Enterprise Systems, LLC

Kraft Enterprise Systems, LLC specializes in the sale, selection, implementation, integration, and support of enterprise software solutions, including ERP, accounting software, document imaging solutions, CRM, and budgeting/forecasting solutions. From a product standpoint, KES focuses on NetSuite, Adaptive Insights, and Microsoft Dynamics GP.

Kraft Healthcare Consulting, LLC

Kraft Healthcare Consulting, LLC provides advisory and compliance services to healthcare providers across the U.S. These services include Medicare/Medicaid cost reports, operational assessments, and revenue cycle reviews, as well as coding, billing and clinical documentation consulting.

Kraft Technology Group, LLC

Kraft Technology Group, LLC offers managed IT services, co-managed IT services, cybersecurity management services, cloud application and infrastructure management, virtual CIO services, and technology consulting.

2nd Generation Capital, LLC

2nd Generation Capital, LLC provides investment banking and transaction advisory support to family-owned and privately-held businesses with strategic growth objectives and monetization strategies. Additional expert services include valuation, litigation support and corporate governance advisory. All transactions are conducted through 2nd Generation Financial (member FINRA & SIPC), a wholly-owned subsidiary.

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