The MRO Americas Conference, held April 8–10, 2025, at the Georgia World Congress Center in Atlanta, GA, brought together global leaders in the aviation maintenance, repair, and overhaul (MRO) sector. Representing WTP Advisors, Brian Schwam and Jim Fyrie connected with industry peers to share insights on Transfer Pricing and IC-DISC.
A key highlight was their discussion with William Alderman, Founding Partner of Alderman & Company, a Florida-based aerospace and defense M&A advisory firm established in 2001.
Alderman & Company: Aerospace M&A Specialists
Headquartered in Ormond Beach, FL, Alderman & Company focuses on mergers and acquisitions within aerospace and defense, guiding clients through complex transactions. William Alderman shared perspectives on helping clients expand internationally—a process often complicated by compliance and valuation challenges.
Transfer Pricing: Supporting Global Transactions
Jim Fyrie introduced WTP Advisors’ Transfer Pricing services, explaining how they help companies navigate the financial intricacies of cross-border transactions common in M&A deals—such as intercompany sales, intellectual property transfers, financing, and cost-sharing arrangements.
Brian Schwam emphasized that Transfer Pricing ensures compliance with international tax regulations while optimizing profitability. Without it, companies face risks of audits, penalties, and disputes across multiple jurisdictions.
William agreed, noting that many Alderman & Company clients operate within complex global structures and could benefit from expert guidance. He recognized WTP Advisors’ value in reducing risks and ensuring smooth post-merger integration.
IC-DISC: Unlocking Export Tax Benefits
The conversation also explored IC-DISC (Interest Charge-Domestic International Sales Corporation) strategies.
Jim Fyrie explained how IC-DISC enables qualifying exporters to reduce their tax burden on foreign sales by allowing a portion of export profits to be taxed at dividend rates. For Alderman & Company’s aerospace clients, this could generate significant tax savings, freeing capital for R&D, expansion, or acquisitions.
William expressed strong interest, acknowledging how IC-DISC could be a powerful tool for his clients during and after M&A transactions.
Navigating Aerospace M&A Trends
The group also discussed broader industry trends such as consolidation and global expansion. William stressed the importance of financial clarity in M&A, noting that accurate valuation and aligned pricing strategies are essential to deal success.
Brian Schwam explained how WTP Advisors supports this process by helping merged entities align their Transfer Pricing policies, ensuring compliance and efficiency across jurisdictions. William saw this as a valuable complement to Alderman & Company’s advisory role.
A Shared Vision for Collaboration
The Atlanta conference provided the perfect platform to explore collaboration. Alderman & Company’s aerospace and defense focus aligns with the needs of many WTP Advisors clients, opening doors for mutual growth and strategic partnerships.
Both parties left the meeting optimistic about the potential to combine expertise—pairing M&A advisory excellence with tax and compliance strategies to drive client success.
WTP Advisors: Aviation-Focused Tax & Compliance Expertise
At WTP Advisors, we help aviation and aerospace companies:
-
Navigate cross-border tax compliance
-
Optimize financial performance through Transfer Pricing
-
Unlock export savings via IC-DISC
Reflecting on MRO Americas, WTP Advisors looks forward to potential collaboration with Alderman & Company, supporting their clients in achieving seamless, tax-efficient M&A outcomes.
👉 Learn more at www.wtpadvisors.com