How It Works
Move tariff recovery from opportunity to resolution
Identifying potential recovery value is only the beginning.
Pacific Trade Recovery (PTR) brings together the records, technology, specialized expertise, and hands-on execution needed to move supported opportunities through a structured recovery process, from initial assessment and strategy through administration, reconciliation, and closeout.
Recovery paths
One process for multiple recovery paths
Tariff recovery can begin in different places.
Some businesses may have direct customs-side opportunities. Others may have absorbed tariff-related costs through supplier pricing. Recovery may also create downstream customer considerations.
PTR brings those moving parts into one coordinated process while keeping each recovery path distinct.
Step 01
1. Assess the opportunity
A broader recovery program should start with a clear view of whether the potential value justifies the effort.
PTR reviews the information already available to help identify:
- Where potential recovery value may sit
- Which suppliers, customs entries, transactions, or customer relationships deserve attention
- Which recovery paths may apply
- What documentation is available
- Where additional information may be needed
- Whether a broader recovery effort appears warranted
The Initial Recovery Assessment gives leadership a practical basis for deciding whether to proceed, narrow the scope, gather additional information, or conclude the review.
Step 02
2. Build the recovery record
Once an opportunity warrants further review, PTR connects the records needed to support the recovery process.
Depending on the recovery path, those records may include:
- Customs entries and broker records
- CBP Form 7501s and duty-payment information
- ERP and accounts-payable data
- Purchase orders and supplier invoices
- Pricing histories and tariff-related adjustments
- Contracts and commercial terms
- Supplier and customer communications
- Customer invoices, credits, and allocation records
PTR organizes these records into a controlled administrative file that connects the underlying transaction to the relevant counterparty, supporting documentation, status, and outcome.
This creates a common record for the teams involved in the recovery process and makes missing information easier to identify before execution begins.
Step 03
3. Prioritize and develop the recovery strategy
Not every opportunity should move forward in the same way.
PTR evaluates the available records alongside potential value, documentation strength, commercial relationships, and operational considerations to help structure the appropriate recovery approach. That may include:
Prioritizing opportunities
Focus resources on the transactions and counterparties where the potential value and supporting records warrant further action.
Segmenting counterparties
Differentiate the approach for strategic suppliers, transactional vendors, customers, brokers, and other parties involved in the recovery.
Defining the recovery path
Organize each opportunity around the appropriate direct, supplier-side, downstream, or combined workflow.
Identifying decisions before execution
Surface matters that require additional documentation, internal approval, or input from legal counsel, customs brokers, accountants, or other professional advisors.
Your organization retains control over the business decisions that determine how each opportunity moves forward.
Step 04
4. Put the approved strategy into action
Once the recovery path and strategy are approved, PTR manages the administrative work required to keep the process moving.
That may include:
- Coordinating record and documentation requests
- Managing supplier or counterparty outreach
- Supporting customs-side workflows with brokers and professional advisors
- Tracking communications and responses
- Coordinating internal reviews and approvals
- Managing open issues and follow-up activity
- Tracking recovery status and financial outcomes
PTR provides the focused capacity to manage this work across multiple records, counterparties, and internal stakeholders without requiring your existing teams to build a separate recovery operation.
Step 05
5. Reconcile recovered value and close the record
Recovery does not end when funds are received or a counterparty agrees to an adjustment.
PTR tracks the financial outcome through final disposition. Depending on the recovery path, that may include:
- Cash recoveries
- Supplier reimbursements
- Credit memos
- Commercial offsets
- Pricing adjustments
- Rebates
- Customer credits or payments
- Pending or unresolved balances
PTR connects each outcome back to the underlying recovery record and maintains visibility into what has been recovered, allocated, resolved, or remains open.
The final closeout provides a documented record of the recovery activity and its disposition.
Visibility
See the recovery process clearly from start to finish
Complex recovery efforts can involve procurement, finance, supply chain, customs, sales, legal counsel, external advisors, and multiple counterparties.
PTR provides a shared administrative structure across that work.
Your team can see:
- What has been identified
- What is being reviewed
- What has been approved
- What is in active recovery
- What has been resolved
- What remains open
- What documentation supports each outcome
That visibility helps keep a complex recovery program organized as it moves from analysis through execution and closeout.
Your teams and advisors
Work alongside the teams and advisors you already trust
PTR adds specialized recovery capacity without replacing your internal teams or professional advisors.
Procurement, finance, supply chain, commercial leadership, customs brokers, legal counsel, accountants, and other specialists remain involved where their expertise and decision-making are required.
PTR provides the administrative infrastructure and hands-on execution that connects their work and keeps the recovery process moving.
Get started
Start with the information you have
You do not need a complete recovery file or a known claim amount to begin.
Share the records and information already available. PTR can help determine where potential recovery value may sit, which recovery paths warrant further review, and what should happen next.
PTR provides administrative, analytical, technology, recovery-support, and program-administration services. PTR does not provide legal, customs, tax, accounting, procurement, or other professional advice. Recovery opportunities depend on the underlying facts, available records, applicable requirements, and appropriate professional review.