About Us

Business Man

CPGBrokers & Associates provides direct broker support and access to a network of strategic regional brokers for all classes of trade, such as Food, Drug, Mass-Merchandisers, DIY, Nutritional, Military, and Independent Drug.

Our particular broker specialization is developing pioneering strategies to create market demand and open distributor distribution centers, in the independent pharmacy class of trade. This requires effective collaborative work between the manufacturer, CPGBrokers & Associates and independent distributors, and trade show venues with key industry associations to stay in front of the buying decision makers!

  • Here is what we do

    • Sales Management Services –
      Gain authorization, focus on penetration, support category review
    • Trade/Consumer Promotional Programming –
      Holistic approach to build brand equity
    • Strategic Financial Planning – 
      To measure something is to improve on it
    • Analysis & Decision Making –
      Provide insights to drive optimal cost of entry decisions

If you have similar goals and would like a no obligation review of your current wholesale through retailer… contact CPGBrokers & Associates. We will provide you with recommendations on how we can best assist you to capitalize on many market opportunities!

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  • Sales Management Services

    • Work with you to develop sales objectives for all accounts.
    • Develop plans to achieve objectives- using Annual Operating Plan (AOP), for effective and timely follow-up with buyer.
    • Develop and manage your Sales pipeline analysis – conversion by Quarter, Broker/Distributor, Channel, Customer
    • Execute broker selection, management  and contractual agreements.
    • Prepare and present all key sales presentations.
    • Conduct business reviews with key retailers.
    • Manage broker via tools; Account development objectives, relationship management through use of AOP (Sku profile, sales, promotional planning, and new distribution)
    • Attend all major trade shows.
    • Manage cost of entry for each class of trade prioritizing investment spending and revenue generation.
    • Create and manage product detail sheets, price sheets, vendor set up docs/processes.

  • Trade/Consumer Promotional Programming

    • Spend management and analysis of:
    • Trade (Print, Social media, social marketing); Tie to overall Marketing Strategy
    • Retailer (Set-up, portal management, maintenance, broker’s promotional program planning, etc.)
    • Manage and assist in development of collateral materials (displays, header cards, brochures, mailers).
    • Assist in developing targeted communication strategies to ‘tag the right bases’ to ensure maximum exposure at minimal cost to drive brand awareness and trial.

Organic Grocery
Meeting Room Conversation

  • Strategic Financial Planning

    • Modeling for Sales / Ops planning- 3 year rolling  forecast at account level, measuring store count, penetration, and velocity (takeaway at shelf/week)
    • Benchmark retail pricing within industry.
    • Define strategy / manage customer / channel opportunities.
    • Assistance with budgeting and annual operating plan creation.

  • Analysis and Decision Making

    • Conduct data evaluation on shipment history, POS, and third party data (IRI, Nielsen) to evaluate trends, develop graphs to identify trend and key differentiators (product sku and line sales growth vs. specific account growth vs. industry – category growth).
    • Use diagnostics tools in managing raw data, variance analysis (Activity, ratios as a %, pivot tables, link to PowerPoint presentations; telling a compelling story to support overall brand objectives.

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