Call Us: 704.676.0940

Business Exit & Succession Planning

We assist business owners that are confronting business and life changes by creating solid business exit strategy goals. We do not provide investment advice but we do provide wealth realization advice. We are passionate about taking action toward achieving the goals you set for securing your future. Whether legacy, family, growth, business exit or business fatigue is the main driver, we can help you on your journey.

Our Values set us apart – We have a profound devotion to our clients, our team, our community, our faiths, and our families. We believe that most business owners are lonely and need support from those who are like-minded and that understand the journey. We believe that the most important things in life are often overlooked due to day-to-day life.

Viking Can Assist You With:

Mergers and Acquisition Facilitation:

Strategic Exit Planning:

  • Valuations
  • Goals and gap analysis
  • Benchmarking analysis
  • Key metrics and activities to track
  • Alignment analysis among partners/key stakeholders
  • Estate planning support
  • Capitalization and growth planning
  • Cashflow projections and forecasts
  • Actionable suggestions for improvements


What Our Clients Are Saying…

Take a look at what some of our clients have to say about their experience working with Viking in this capacity:

“I’m not sure where my business would be without them.”
— Mark Adkins – Partner, The Waterfront Group

“The Viking team has been true consultants. Most companies just tell you the numbers, but Viking dives in deep and helps to identify fiscal trends and solve problems before they happen. Viking also uses their experience for analysis of other business issues that most professionals don’t even know to look for. Viking brings a unique value to the business owner by becoming a partner in your success!”
— Keith Pehl  President, Optima Engineering

“Viking has been a trusted partner for years. They have handled complex accounting issues with ease, and have advised me across a number of issues for all of my 18 businesses. Viking seems to intuitively understand the ins and outs of my business operations and what I am trying to accomplish. That is what sets them apart from other consultants.

When it came time to sell one of my businesses, Viking directed me through the entire process and successfully negotiated a sale which greatly benefited my family. I was able to rest easy knowing every associated tax filing issue had been addressed and that my employees would be well served throughout the transition.

Whatever I need – including advice on where to obtain financing to start a new venture – Viking is there for me. It’s my pleasure to recommend them without hesitation.”
— Tim Victory – Victory Infrastructure Construction LLC

Take the Next Step:

Contact us today and we can discuss your situation and create a plan that fits your goals and objectives.


Contact Us

Viking Mergers & Acquisitions
(Main Office)

17250 Lancaster Hwy, Suite 601
Charlotte, NC 28277
Phone: 704.676.0940
Toll Free: 888.676.0940
Fax: 704.676.0943

Cornelius, NC Office
18809 West Catawba Ave, Suite 102
Cornelius, NC 28031
Phone: 704.676.0940

Asheville, NC Office
18 Regent Park Blvd, Suite D
Asheville, NC 28806
Phone: 828.242.8141

Charleston, SC Office
2036 eWall Street
Mount Pleasant, SC 29464
Phone: 704.676.0940

Greenville, SC Office
600 E Washington St, Suite 608
Greenville, SC 29601
Phone: 864.626.6056

Tampa, FL Office
1000 N Ashley Drive, Suite 610
Tampa, Florida 33602
Phone: 813.773.3773


Forbes Finance Council Member

EAC - Executives Association of Charlotte

EO (Entrepreneurs Organization)

SmartCEO Corporate Culture Awards