Service Packages

Services are system outputs.
Packages make buying simple.

Choose a package by purpose, complexity, scrutiny, speed, and asset type. Every package follows the same delivery system—only scope changes.

Featured Packages

Our most common engagement types. All include an Audit Q&A Pack + response support.

PPA Core
$25,000 – $60,000
Who it's for
Companies acquiring businesses under ASC 805 / IFRS 3 with standard intangible asset profiles
What you get
Complete purchase price allocation including intangible asset valuations and useful life analysis. Contingent consideration and complex instruments included where applicable.
Typical timeline
2–4 weeks from complete inputs
Common adders
Complex earnouts, multi-currency, cross-border structures
Request scope
Equity Compensation Valuation
$10,000 – $25,000
Who it's for
Companies issuing stock options, RSUs, or other equity awards requiring 409A / ASC 718 / IFRS 2 compliance
What you get
Enterprise value, equity allocation (OPM/PWERM), option pricing, and board-ready summary
Typical timeline
1–2 weeks from complete inputs
Common adders
Complex cap tables, performance conditions, market conditions
Request scope
Quarterly Portfolio Valuation Program
$40,000 – $100,000+ /year
Who it's for
PE, VC, and alternative investment funds requiring consistent, defensible quarterly marks
What you get
Quarterly fair value for portfolio companies, consistency framework, and audit support across all periods
Typical timeline
Ongoing quarterly cadence; first quarter 3–4 weeks
Common adders
Large portfolios, complex instruments, LP-ready presentations
Request scope

What every package includes

The anatomy of a FairvalueX engagement

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Engagement Definition

Clear scope, standards, and acceptance criteria

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Inputs Required

Explicit checklist of what you need to provide

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Work Output

Models, analysis, and supporting workpapers

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Deliverables

Report, exhibits, sensitivity pack, Q&A support

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Acceptance Criteria

What "done" means—explicitly defined upfront

Pricing Logic

Pricing adders are driven by:

Audit intensity — low / medium / high
Complexity — plain / complex / exotic
Data reliability — strong / mixed / weak
Time pressure — normal / urgent

Definition of Done

"Done" means the deliverable is:

Reproducible — same inputs → same output
Traceable — every input sourced and timestamped
Defensible — explicit logic for every judgment
Review-ready — structured for auditor examination
See acceptance criteria →

Additional Service Areas

Available to existing clients. Contact us for scope discussion.

Impairment Testing

ASC 350 / IAS 36

Annual and triggering-event testing for goodwill and long-lived assets. Quantitative support for Step 0 qualitative assessments and full quantitative tests.

Reporting unit identification
Qualitative "Step 0" assessment
Quantitative fair value measurement
Market cap reconciliation

Deal Support & Scenario Modeling

Decision Support

Pre-transaction valuations, scenario modeling, and decision defense. Support that holds up to board and counterparty challenge.

Transaction previews
Scenario probability weighting
Deal structure analysis
Negotiation support

Complex Financial Instruments

ASC 815 / ASC 820

Derivatives, embedded features, and complex debt structures. Fair value with full model transparency.

Convertible instruments
Warrants and options
Contingent consideration
Embedded derivatives

Dispute & Litigation Support

Expert Testimony

Independent valuation for litigation, arbitration, and regulatory proceedings. Work product built for cross-examination.

Expert witness testimony
Rebuttal analysis
Damages quantification
Regulatory defense

Not sure which package fits?

Tell us your purpose, standard, and timeline. We'll recommend the right package, list required inputs, and provide a fixed fee quote.

Request scope + timeline