Business owners can access Brillian via their financial advisor. Currently, Brillian is only available to limited financial institutions, and advisors at those institutions are able to refer their business owner clients to Brillian.
Business owner setup involves three steps. Business owners connect their accounting software or upload relevant financial documents; complete a brief owner questionnaire about their business and goals; and receive a full valuation, benchmarking report, and financial analysis. The platform keeps these outputs current as the business changes over time. Expert CPAs and certified appraisers are available for owners and advisors who want additional support.