WTP Advisors

What WTP Advisors does

WTP Advisors is an independent, Minneapolis-headquartered tax and business advisory firm founded in 2005 by former PricewaterhouseCoopers professionals Jim Fyhrie and David Wain (originally incorporated as Worldwide Trade Partners). The firm specializes in international tax compliance and planning, transfer pricing documentation and audit defense, IC-DISC commission optimization for U.S. exporters, and international business valuations, serving clients ranging from $5 million family-owned manufacturers to multinational corporations across more than nine industries including aerospace, chemicals, manufacturing, technology, automotive, agriculture, medical, recycling, and wholesale and distribution.

The firm has built four proprietary web-based technology platforms — TransPortal (transfer pricing management), ExPortal (IC-DISC), Importal (import tax), and Asset Integrity (fixed asset management) — that provide real-time reporting and workflow management for complex tax compliance. TransPortal is also offered as a SaaS product for third-party licensing, signaling a hybrid services-plus-product model.

WTP Advisors generates revenue primarily through custom professional services engagements billed on multi-year contracts, scaled to client size and complexity, with executive-level professionals working directly with clients rather than delegating to junior staff. Distribution combines direct enterprise engagement, a CPA Firm Collaboration referral program, an IC-DISC Alliance with Export Advisors and TerraVAT, and a global strategic alliance network covering more than 50 countries. The firm is bootstrapped, with no external funding or parent company, and is owned by founding principals and senior team members with average tenure exceeding 12 years.

Name

WTP Advisors

Legal name

WTP Advisors

Website

https://wtpadvisors.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

WTP Advisors is an independent Minneapolis-based boutique tax advisory firm founded in 2005 that provides international tax, transfer pricing, IC-DISC optimization, and international valuation services to mid-market manufacturers and multinational corporations, supported by four proprietary technology platforms and a 50-country alliance network.

Ownership category

akta.pro rank

Product category

International Tax Advisory & Transfer Pricing Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Transfer Pricing & International Tax Services (BPAHABAI)

akta.pro secondary industry

Tax Valuation & Transfer Pricing Support (409A, estate/gift, intercompany) (FSAEAHAC)

Keywords

• Transfer pricing services
• International tax advisory
• IC-DISC consulting
• International business valuation
• Tax compliance technology

Headquarters

HQ city

Minneapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Professional Services - International Tax Advisory: Advisory services for international tax planning, compliance, and risk management for multinational organizations.
2. Transfer Pricing Services: Transfer pricing planning, documentation, implementation, and controversy support for multinational enterprises.
3. IC-DISC Services: Optimization of Interest Charge Domestic International Sales Corporation structures for eligible U.S. exporters, including commission calculations and compliance.
4. International Valuation: Business valuation services for international transactions, financial reporting, tax compliance, and strategic decision-making.
5. Technology Platform Licensing: Third-party licensing of technology platforms including TransPortal, Exportal, and Asset Integrity.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

WTP Advisors provides international tax advisory, transfer pricing, IC-DISC, and international valuation services to U.S. businesses ranging from closely-held family-owned manufacturers ($5 million) to multinational corporations. The firm delivers these professional services directly through executive-level tax professionals and supports them with four proprietary, cloud-based technology platforms (TransPortal, ExPortal, Importal, Asset Integrity) that streamline transfer pricing, export incentive, import tax, and fixed asset management workflows. Services are scaled to fit each client's profile, and the technology platforms are also available for third-party licensing.

Product overview

WTP Advisors offers four customizable technology platforms: TransPortal, ExPortal, Importal, and Asset Integrity. These web-based software tools provide intuitive, user-friendly solutions for complex tax problems, with real-time reporting and day-to-day workflow management. The platforms facilitate collaboration and simplify compliance while enabling users to coordinate global activity for greater efficiency and data-driven decision-making. The core products are available for third-party licensing and are designed to manage transfer pricing, IC-DISC, tax, and fixed asset programs.

Differentiator

Problem solved

Functional benefit

Brands

• TransPortal: Global transfer pricing management platform
• ExPortal
• Importal
• Asset Integrity
• The IC-DISC Show

Products and services

• TransPortal

Quantifiable outcome

• Over $1 billion in tax incentive deductions and $300 million in total tax savings delivered for clients since 2005
• +2 more outcomes

Named customers4 records

Segments13 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Quantera GlobalcoreStrategic or Co-development PartnerStrategic alliance providing WTP Advisors clients access to global transfer pricing services through Quantera Global's multinational transfer pricing team. Both firms share the same service philosophy of focusing on practical rather than theoretical advice and building long-term collaborative working relationships with clients.
• Export AdvisorscoreStrategic or Co-development PartnerExport Advisors and WTP Advisors are founding members of the IC-DISC Alliance, a collaboration between premiere IC-DISC consulting firms with the goal of being the most comprehensive IC-DISC resource available anywhere.
• TerraVATminorStrategic or Co-development PartnerPart of the IC-DISC Alliance ecosystem providing comprehensive IC-DISC resources alongside Export Advisors and WTP Advisors.
• TransPortal (Trans-Portal.com)coreTechnology or IntegrationTransPortal is a global transfer pricing management platform. Guy Sanschagrin serves as founder and CEO of TransPortal, providing strategic direction and technical transfer pricing support. The platform is available for third-party licensing.
• Global Strategic Alliance NetworkcoreStrategic or Co-development PartnerWTP Advisors maintains strategic alliances with firms worldwide to provide coverage across over 50 countries, extending their service capabilities globally.
• GKC SolutionsminorStrategic or Co-development PartnerBob Bamsey of GKC Solutions co-teaches transfer pricing course at University of Minnesota with Guy Sanschagrin of WTP Advisors. Both professionals previously worked together at EY.

Scale indicators3 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Kroll: Kroll's Tax Services practice (formerly Duff & Phelps) provides transfer pricing, valuation, and international tax services to multinationals and private equity-backed companies. Directly comparable to WTP's combination of TP, valuation, and controversy support.
• Grant Thornton US: Grant Thornton is a mid-market audit, tax, and advisory firm with a dedicated international tax and transfer pricing group serving US exporters and multinationals. Comparable to WTP in mid-market focus, cross-border tax offerings, and IC-DISC/exporter advisory work.
• Andersen Global: Andersen Global is an independent tax and advisory firm built as a Big 4 alternative, with a strong international tax and transfer pricing practice serving multinational and mid-market clients. Highly comparable to WTP in independent positioning, international reach, and specialty tax focus.
• Quantera Global: Quantera Global is a transfer pricing specialist firm and WTP's stated strategic alliance partner, with comparable focus on practical TP advice and multinational delivery. Functionally a direct peer in TP services and a co-delivery partner in cross-border engagements.
• RSM US: RSM US is a leading mid-market-focused audit, tax, and consulting firm with a substantial international tax and transfer pricing practice serving growing US exporters and multinationals. Direct overlap with WTP in mid-market TP, IC-DISC-adjacent services, and CPA-firm-style go-to-market.
• BDO USA: BDO USA operates a large international tax and transfer pricing practice targeting mid-market multinationals and private companies, with proprietary tax technology offerings. Directly comparable to WTP on client profile, TP services, and technology-enabled delivery.
• Alvarez & Marsal Tax Advisory: Alvarez & Marsal operates a global tax advisory practice with strong transfer pricing and international tax capabilities, often serving mid-market and sponsor-backed multinationals. Comparable to WTP in cross-border TP services and independence from the Big 4.

Broad incumbents

• KPMG (US Transfer Pricing): KPMG is a Big 4 firm with one of the largest global transfer pricing practices, offering TP documentation, controversy, valuation, and TP technology to multinationals. Competes with WTP at the upper end of the mid-market and into large-enterprise segment, with much greater scale.
• Ernst & Young (Transfer Pricing): EY's transfer pricing practice is one of the largest globally, and several WTP principals (including Sanschagrin, Bamsey, Rask, Schwartz, French, Yashar) trained there. A direct competitor for multinational TP mandates and a feeder of talent into WTP.

Others

• Thomson Reuters (ONESOURCE Tax): Thomson Reuters' ONESOURCE suite is an enterprise tax technology platform that competes with WTP's TransPortal, ExPortal, Importal, and Asset Integrity on transfer pricing, international tax, and fixed asset workflows. Indirect competitor through technology rather than advisory services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/wtpadvisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about WTP Advisors