Initial Recovery Assessment
Estimate recovery potential before committing significant resources
A broader tariff recovery effort can require customs records, supplier data, purchasing history, contracts, customer records, and coordination across several internal teams.
PTR's Initial Recovery Assessment helps determine whether a meaningful recovery opportunity may exist, where the strongest opportunities appear to sit, and which recovery paths warrant further review before your organization commits to a larger program.
Four Core Questions
Start with the questions that determine whether recovery is worth pursuing
Not every tariff-related issue warrants a full recovery program.
The Initial Recovery Assessment gives your organization an early view of the potential opportunity and the information needed to make a practical decision about what comes next.
PTR focuses the review around four questions:
Is the opportunity material?
Estimate where meaningful recovery value may exist and whether it appears significant enough to justify further work.
Where does the opportunity sit?
Identify the suppliers, customs entries, invoices, product categories, contracts, or customer relationships most relevant to the review.
Which recovery paths may apply?
Evaluate whether the facts point toward direct tariff recovery, supplier recovery, downstream customer administration, or a combination of workstreams.
What should happen next?
Determine whether to proceed, narrow the scope, gather targeted information, or conclude the review.
Targeted Records
Focus the review on the records most likely to matter
You do not need to organize every historical transaction before the assessment begins.
PTR targets the records most likely to clarify tariff exposure, potential recovery value, and the appropriate path forward.
Supplier spend and vendor data
Review high-spen