Profit Plan

“By meeting and befriending supplier principals, recognizing their brand possibilities and being inspired by their passion in the places they live, products they produce we seek to minimize investment risk and build the strategic plans that fit their need and budget”

Strategic Market Entry

We help clients evaluate the cost of market entry through a “discovery period” to define activations, achieve short-term results and plan brand launches, sales executions. With extensive experience in project management, from startups to exit strategies, Meritage Group focuses on profit-driven, localized investments while minimizing our clients risk in the changing landscape of wholesale business.  .

Expert Client Negotiations, Pricing  & Contracts

  • Guide clients through distribution contracts, franchise agreements, and equity principal’s ensuring ROI in friendly time frames.
  • Leverage our expertise in private equity and publicly traded companies experience, we have deep management experience with Meritage managing partners with hundreds of supplier interactions.
  • Pricing is just not about numbers, its a reflection of brand value and astute data analysis. 

 Budgeting

  • Establish state-level budgets and bonus’ tied to key performance indicators (KPIs).
  • Create business investment plans that focus on supplier growth, distribution and supply chain value.
  • Address complex competitive challenges from state to national levels.

 Scalable Activations

  • Spearheading 20 independent Trade Development Specialists nationwide, founder Ed Edwards interactions with team members with budgeting, market feedback and strategies for success 24-36 months out. 
  • Invest in brand marketing to build brand equity, Meritage executive management have interacted with hundreds of suppliers domestic and imports. Continuing brand education, focus on key accounts help insure risk management for all stakeholders.
  • We grow with our clients needs, our portfolio is built with supplier exclusivity allowing total focus on the unique aspects of Clients brands. Iconic and heritage brands are not built quickly, our role is to build solid foundations for emerging brands to build toward success.

 Evolving Trends

  • Address shifts in consumer behavior, such as those stated by *Silicone Valley Banks annual report 2025.
    • Younger, diverse, and adventurous preferences for whiskey and wine, the market new dynamics defining growth in America. Brand advocation is essential.
    • Rotational motion is necessary between suppliers and distributors is key. Meritage brings excellence to our Clients doorstep from worldwide global branding to independent family owned suppliers who constitute next phase of distributor growth.
    •  The Importer and 3-tier models are forever changed and challenged post pandemic. Brand eliminations, SKU rational, sales and management cutbacks are continuing as we adapt to new consumer trends.
    • Meritage Group will expedite Clients success rates, guard investments, and grow profitable sales activations across the distribution landscape.