Independent reasonable compensation analysis
Reasonable Compensation Studies
Choose a defined study scope for the compensation question your matter needs to address. Both tiers provide an independent written opinion supported by role analysis, published market data, and documented methodology.
Two fixed-fee tiers. Fees are never contingent on the outcome of a matter or on the conclusions reached.
This is an analyst-led study, not a self-service software subscription. Datum reviews the records, selects appropriate role comparisons and explains the analysis, adjustments and limitations in the written report.
Fixed-fee study options
Compare scope and delivery.
Tier 1
Study and Report
$9,500 fixed
Covers one subject executive; additional roles quoted separately.
- Independent reasonable compensation opinion for the subject role and period at issue
- Review of financial statements, tax returns, job duties, qualifications, and time allocation
- Multi-factor analysis, including the independent investor test where relevant
- Market data drawn from recognized published compensation surveys
- Written report with the conclusion in plain language up front, followed by analysis, findings, and full methodology appendices
- Delivery within 10 business days of complete document receipt
Tier 2
Study, Report, and Testimony Readiness
$19,500 fixed
Everything in Tier 1, plus:
- Litigation-organized workpaper file prepared for counsel’s review and applicable disclosure requirements
- Rebuttal review of one opposing expert report
- Deposition preparation session with counsel
- Priority delivery within 7 business days
- Deposition and trial testimony billed separately at the hourly testimony rate
Process and terms
From intake to the final report.
1. Confirm the scope
Begin with an intake discussion. We confirm the subject role, period, study tier and document needs, then provide the engagement terms and arrange the initial payment. The document request list is issued the same day as the intake call.
2. Analyze and draft
Datum reviews the records, performs the analysis, and delivers the draft report under the selected tier.
3. Complete factual review
The final report is issued after one revision round for factual corrections.
Payment: Fifty percent of the fixed fee commences work; the balance is due at draft delivery.
For CPAs and business valuators
Plan the next compensation question.
If your firm advises several closely held businesses or returns to a compensation question over time, discuss a separately scoped professional engagement. Each opinion follows the evidence for its own role, period and facts.
Annual or periodic updates
Review what has changed in responsibilities, company circumstances and market data. The required analysis and a new period’s scope are confirmed before work begins.
Additional executives
Discuss studies for more than one subject executive. Additional roles, periods and reports are quoted separately from the published single-executive tier.
Repeat firm engagements
Coordinate intake and document needs for recurring CPA or valuation-firm work. Each matter has its own agreed scope, fee and delivery terms; no subscription or future commitment is created by an inquiry.
Not included
Legal or tax advice, business valuation, audit or attest services, and opinions outside compensation. Datum works alongside counsel and the client’s tax advisors; it does not replace them.
The Tier 2 fixed fee covers the listed study and preparation work. Deposition and trial testimony are billed separately; retained expert witness engagements run through Grahall.
Start an engagement
Prefer to discuss your needs first? Book a 30-minute introductory call. Please do not include confidential records or sensitive personal details in the booking form.
Describe the matter briefly and choose the scope you would like to discuss. You will receive a response within one business day. If you are unsure, choose “Not sure yet.”
For this initial inquiry, include the subject role, period at issue, and a brief summary of the question. Please omit confidential records and sensitive personal details. The document request list follows the intake conversation.
An inquiry or scope discussion does not begin a paid engagement. We confirm the scope and engagement terms before arranging the initial payment. The published delivery period begins with complete document receipt.
Which scope would you like to discuss?
Select Tier 1, Tier 2, a professional engagement, or “Not sure yet” in the study option field below.
