For most business owners, their company is their largest financial asset. Yet business value is rarely incorporated into personal financial planning in a systematic way. Advisors track investment portfolios with precision, but the business itself — often the largest single line item on the owner's balance sheet — typically goes untracked between infrequent, one-off valuations.
Brillian is the first business valuation and advisory platform purpose-built for small and medium-sized businesses (SMBs). It connects a business owner's company to their broader financial plan, giving owners, their financial advisors, and their financial institutions a current, structured view of what the business is worth, how it's performing, and where opportunities or risks exist.
For every business, Brillian provides:
Business valuation: updated annually at no cost, or on-demand with an advisory relationship
Goal tracking: owners identify their goal for the business, whether that's to sell or continue growing, and Brillian tracks performance to this goal over time
Performance benchmarking: comparing the business against industry peers
Possible optimizations: opportunity identification, tailored to the business and its key metrics, with specific improvements to grow profit and increase enterprise value
The data behind it
Brillian's valuations are standards-based and built using traditional valuation methodologies, including market, income or asset-based approaches. These are same ones used by professional appraisers, but powered by your actual financial data plus Brillian's dataset of SMB performance and private market transactions.