Business value isn't static — it changes as your revenue, expenses, and market conditions shift. Brillian is designed to reflect that reality by keeping your valuation current over time, rather than producing a single report that goes stale.
Your initial valuation
Your first valuation will be completed approximately one week after your financial data and questionnaire are received by Brillian's team.
Updates to your valuation
After your initial valuation, your valuation will be updated on an annual basis.
A notable exception to this is if you opt in to Brillian's business advisory services, which includes more frequent updates to your valuation and the accompanying outputs.
What is needed to update your valuation
If you connected your QuickBooks account, then your valuation will automatically update as long as your financial data connection remains active.
If you chose to upload your financials rather than connect QuickBooks, you will need to provide updated financials to keep your valuation current. Brillian will reach out with a reminder.
Reviewing your valuation over time
Tracking your valuation over time gives you a clearer picture of how your business is trending — and creates a stronger foundation for planning conversations with your advisor. Your Brillian account keeps a record of your valuation history.