INFINITY POINT · EDWARD JONES · VIKING MERGERS & ACQUISITIONS
You built the
business.
What are you
building next ?
Come for the booth. Stay for the lunch.
A 45- second look at both events
Come for the booth. Stay for the lunch.
Join us at the Charlotte Build Expo, then connect by phone after the show to explore enterprise value, transition options, and how we can help with what’s next for you and your business.
Oct 13–14
BUILD EXPO BOOTH
Oct 15
AFTER THE EXPO -
FOLLOW-UP PHONECALLS
Oct 16 →
VALUATION ON REQUEST
start a Conversation. explore what's next.
Visit us at the booth, or
connect by phone after the Expo
The booth is open to every Build Expo attendee, October 13–14. After the Expo, we’re offering follow-up phone calls to learn about your goals and explore how we can be of assistance.
You don’t need to visit the booth or attend the Expo to request a call.
The Booth
Charlotte Build Expo
WHEN
October 13–14, 10:00am–3:00pm
WHERE
Charlotte Convention Center, Hall C
WHO
Open to all Build Expo attendees
Stop by for a free valuation with Viking, the Owner's Next-Chapter Board, a photo of your own next chapter, and a 60-second Owner Readiness Check.
after the expo
Your Next-Chapter Phone Call
WHEN
After the Build Expo, at a mutually convenient time
WHERE
By phone
WHO
Business owners interested in exploring their next chapter
A personal conversation about your business, your goals, and how we may be able to help with enterprise value, transition planning, and what comes next.
FREE FROM VIKING M&A
What's your business worth? Guess first.
Write down your guess, give Viking a few rough numbers, and see an indicative
range next to it. Most owners are surprised. It's free, it's private, and you choose
when.
At The Booth - Oct 13-14
Book a time at booth 202
1. Pick a 15-minute slot below, or just walk up.
2. If you book, Viking sends a secure link for a few rough figures, so the booth visit takes about five minutes.
3. Seal your guess in an envelope, then compare it with Viking's range on screen.
An indicative estimate for discussion only, provided by Viking Mergers & Acquisitions. It is not an appraisal, fairness opinion, or valuation for tax, estate, lending or legal purposes. Your figures stay with Viking; you decide separately whether Viking may share results with Infinity Point or Edward Jones.
Later, on request - from Oct 16
Can't make the show?
Request one for later
1. Tell us you'd like one. Nothing about your finances is asked here.
2. Viking sets up a 20-minute call at a time that suits you.
3. Same guess, same few questions, and your range on the call or within three business days.
Infinity Point
Business Value growth
Building the business into something more valuable, less owner-dependent, and ready to transition on your terms.
Edward Jones
Financial planning
True wealth is knowing what counts.
Viking M&A
Mergers & Acquisitions
Helping owners evaluate a sale, understand valuation, or pursue an acquisition when the
time is right. Providing the free valuations, at the booth and after the show.
WHAT TO EXPECT
Your goals. A useful conversation.
Three independent firms, one coordinated conversation — never a single sales pitch.
Your follow-up call focuses on your questions, priorities, and how we can help.
You choose what's relevant — enterprise value, a future sale, or your personal next chapter.
Every conversation ends with one clear next step, never pressure toward one.
Your valuation is private: the numbers stay with Viking unless you say otherwise.
No need to attend to get a valuation — request one for after the show.
REQUEST A FOLLOW-UP CALL
Tell us about your business
Tell us a little about your business so we can make our conversation useful and explore how we can help after the Expo.
Submit your details and we’ll contact you to arrange a convenient time.