Yes. You can update your business information, financial documents, and questionnaire responses in your Brillian account at any time.
Updating financial documents
If you have updated financial statements — for example, after closing a new fiscal year — you can add them on the Documents tab of your business dashboard. Keeping your financial data current ensures your valuation reflects your business's actual performance.
Updating QuickBooks
If your business is connected to Brillian via QuickBooks, your financial data syncs automatically. If you need to update or reconnect your QuickBooks integration, you can do so on the Settings tab of your business dashboard.
Updating questionnaire responses
Your valuation questionnaire responses can be updated if your business circumstances have changed — for example, a shift in ownership structure, a new major customer, or a change in your goals or exit timeline. Log into your account and update this information on the Details tab of your business dashboard.
Updating your profile or personal information
To update your name, email address, or other personal details, reach out through the chat in your account or contact us at [email protected].
Does updating my information affect my valuation?
Yes. If you update financial data or questionnaire responses, your next valuation report will be recalculated to reflect the new information. More accurate and complete data generally produces a more accurate valuation.
Need help making updates?
If you're not sure how to update a specific piece of information, reach out through the chat in your account or contact us at [email protected].