If you review a client's valuation and something doesn't look right, here's how to handle it without overstepping or creating unnecessary alarm for the client.
First: check the underlying data
Most valuation discrepancies trace back to the financial data or questionnaire responses on file. Before drawing any conclusions, consider:
Is the financial data complete? Brillian requires 3–5 years of income statements and balance sheets. Partial or missing years will affect the output.
Is the data current? If the business has changed significantly since onboarding, the valuation may not yet reflect those changes.
Are the questionnaire responses accurate? The valuation also incorporates owner-reported information about ownership structure, customer concentration, goals, and other factors that don't appear in financials.
Don't apply independent judgment to the output
If you're skeptical of a figure based on your own knowledge of the client's business, the right move is to flag it to Brillian — not to offer your own interpretation to the client. For example: "Brillian's analysis shows X — this is something Brillian can walk through with you in more detail" keeps the client anchored to the tool rather than to your independent assessment.
Contact the Brillian team
If you believe a valuation figure is inaccurate, reach out to the Brillian team directly. Brillian's CPAs and certified appraisers can review the inputs, explain the methodology, and — if warranted — rerun the valuation with corrected data. Contact your Brillian point of contact or use the chat in your account.
Don't delay the review session
If a review session is already scheduled and you have concerns, it's better to flag them to Brillian in advance than to postpone. Brillian's expert team is in the best position to walk through a client's questions about methodology and findings — that's exactly what the review session is designed for.