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The Next Chapter

INFINITY POINT · EDWARD JONES · VIKING MERGERS & ACQUISITIONS

You built the
business.
What are you
building
next ?

The_Owner's_Luncheon.mp4

A 45- second look at both events

watch before you RSVP

Two days at the Charlotte Build Expo, and one quiet lunch the day after — a conversation about enterprise value, transition options, and what's next, on your terms.

Oct 13–14
 

BUILD EXPO BOOTH
 

Oct 15
 

OWNER'S LUNCHEON
 

Oct 16   →

VALUATION ON REQUEST
 

Two Events, One Conversation

Join us at the booth, the lunch, or both.

The booth is open to every Build Expo attendee, October 13–14. The luncheon on October 15 is a separate, small, no-pitch conversation for up to 30 owners, by application.

You don’t need to visit the booth or attend the Expo to apply.

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.

The Luncheon

The Owner’s Luncheon

WHEN

October 15, doors at 11:30am

WHERE

Viking M&A

downtown Charlotte penthouse

13146 Ballantyne Corporate Place,

Suite 275, Charlotte, NC. 28277

WHO

Limited to 30 guests, by application

No slides, no pitch — a candid lunch conversation with a small group of peers about value, transition, and what comes next.

Seats Reserved

0 of 30 Reserved

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.

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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.

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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

Peers and perspective. Not a pitch.

Three independent firms, one coordinated conversation — never a single sales pitch.
The luncheon has no slides, no stage, and no case-study presentation.
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.
RESERVE YOUR SPOT

Tell us about your business

Two minutes now helps us make the booth conversation useful — and puts you in line for one of the 30 luncheon seats.

  • Complete this by October 14 for priority luncheon consideration

Your role
Owner
President
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