About FairValueX

Built for the scrutiny level auditors actually apply.

FairValueX is a valuation firm built on a proprietary methodology framework. We produce audit-defensible fair value for PE funds, CFOs, M&A counsel, audit committees, boards, and startup founders — with the documentation standard that addresses auditor scrutiny at every level, before the first question is asked.

Led by a senior valuation professional with Big 4 and boutique practice experience — disciplines where every judgment call must survive cross-examination by audit partners, opposing counsel, and regulatory examiners. Our team has executed engagements for VC-backed companies, PE funds, M&A counsel, and institutional clients — held to the documentation standard that auditors, LPs, and counterparty counsel actually apply. Every engagement is conducted in accordance with USPAP and applicable AICPA standards.

The Standard We Hold

Documentation discipline is the standard. We hold it on every engagement.

Most valuation deliverables are built manually — every time. Same methods, same steps, different analysts, different outputs. When an auditor asks how a conclusion was reached, the answer is: dig through emails and try to reconstruct it.

That's not a defensibility problem. That's a documentation standards problem.

"The bottleneck in valuation isn't methodology. It's documentation discipline."

FairValueX was built to solve that problem — so that every engagement produces a deliverable auditors can reconstruct, boards can defend, and LPs can rely on.

Our Team
  • Big 4 Professional Services Firm — Valuation & Modeling
  • Leading Boutique Valuation Practice — Senior Valuation Consultant
  • Engagements across 409A, ASC 805 PPA, ASC 820, and ASC 718
  • Credentialed co-author and opinion signatory on every report — ASA or CPA/ABV

Methodology & Documentation

Every engagement is documented through our proprietary TruthTrace™ framework — computation lineage, judgment documentation, and deterministic reproducibility built into every deliverable. The co-author reviews the model, approves methodology selection, and signs the opinion — expert judgment documented and substantiated at every step.

TruthTrace™ — Every material assumption. Documented and sourced.

Independence & Standards

FairValueX maintains independence from all clients. A conflict-of-interest check is performed before every engagement and independence is maintained throughout. Every engagement is conducted in accordance with USPAP and applicable AICPA standards — delivered under IRC §409A, ASC 718, ASC 805, and ASC 820 as applicable. For IRC §409A engagements, FairValueX qualifies as an independent appraiser under Treas. Reg. §1.409A-1(b)(5)(iv)(B)(2). Every report is co-authored and attested by a credentialed ASA or CPA/ABV as the named opinion signatory — human expert judgment on every engagement, not a signature formality. All reports undergo independent internal technical review prior to delivery. TruthTrace™ computation lineage provides verifiable reproducibility from the same source data and valuation-date inputs — every input, judgment, and output is traceable, timestamped, and deterministically reproducible. FairValueX carries professional liability (E&O) coverage — certificate available upon request.

By the Numbers

The depth behind every engagement.

4
Standards — One Integrated Methodology
USPAP
/ AICPA — Every Engagement
Fixed
Fee — Confirmed Upon Scoping
100%
Credentialed Co-Author on Every Report
Engagement Coverage

Every standard we work under.

409A / IRC §409A — Safe Harbor ASC 718 — Equity Compensation ASC 805 — Purchase Price Allocation ASC 820 — Fair Value (Level 2 & Level 3) Portfolio Valuations (LP / ASC 820) Goodwill Impairment Testing (ASC 350) Long-Lived Asset Impairment (ASC 360) ESOP Valuations — Fair Market Value OPM / Backsolve / PWERM DCF / Market Comps DLOM — Restricted Stock / Put Model Complex Financial Instruments Bloomberg FactSet Capital IQ Capital IQ
Principles

What we believe.

Reproducibility Over Opinion

Same facts + same methodology = same result. Any qualified analyst should reach the same conclusion.

Speed Through Discipline

Rigorous process design eliminates procedural overhead — so analyst judgment gets 100% of the time, and your deliverable arrives exactly when scoped.

Credentialed Attestation

Every engagement is co-authored and attested by a credentialed ASA or CPA/ABV. Human expert judgment — documented, signed, defensible.

Audit-Ready by Default

Every deliverable is built for scrutiny — not polished for it afterward. The audit binder is the primary output, not an afterthought.

Ready to scope your engagement?

Whether it's a 409A, M&A acquisition valuation, or quarterly portfolio mark — we'll scope it and give you a fixed-fee timeline before you commit.

Request scope + timeline See sample deliverables →
For Professionals

Interested in the co-author model?

FairValueX engages credentialed ASA and CPA/ABV professionals as co-authors and opinion signatories. Each engagement deliverable carries the attestation of a named credentialed professional. If you hold relevant credentials and are interested in collaborating, contact us for our professional engagement brief.

Request professional brief →