Once you've completed onboarding — connecting your QuickBooks account or uploading your financial documents and finishing the valuation questionnaire — Brillian's team reviews your information and produces your valuation. Plan on approximately one week from the time your data is complete.
What triggers the clock?
The one-week timeline begins once both your financial data and your completed questionnaire are on file. If either is missing or incomplete, your valuation cannot be started. You'll receive a notification when your valuation is ready.
Why does it take a week?
Brillian's team reviews each valuation before it's delivered. This internal review step ensures accuracy before the report reaches you.
What happens after your valuation is ready?
Once your report is ready, Brillian will send you an email. In that email, you will be able to schedule a complimentary review session with a credentialed expert who will walk you through the findings. You are encouraged to include your financial advisor, colleagues, or any other service providers in the review session.