Brillian

Hallie Porterfield

Brian Muller

Guidance for business owners to ensure a seamless experience with Brillian

For Business Owners

How do I reset my password or recover access to my Brillian account?

A few things to check before reaching out to support if Brillian emails aren't showing up in your inbox.

I'm not getting emails from Brillian — what should I do?

How to update the email address used to log into your Brillian account.

How do I update my login email?

These are the roles and permissions that Brillian currently offers.

What are the different roles in my account?

How business owners can update their financial data, documents, and questionnaire responses after completing onboarding.

Can I update my business information after submitting?

Account help for business owners or employees

Managing Your Brillian Account

Brillian requires 3-5 years of financial statements to produce the most accurate valuation.

I'm a new company. Can I use Brillian?

Understanding if Brillian is right for your business

Business Eligibility

An explanation of customer and supplier concentration risk, and how it affects a business's valuation multiple.

Customer/supplier concentration and its effect on the multiple

A plain-language explanation of cash vs. accrual accounting and what audited, reviewed, compiled, or internal-only statements mean.

Statement basics: cash vs. accrual, and what "reviewed" vs. "compiled" means

An explanation of what add-backs are, common examples, and why they matter for an accurate valuation.

What counts as an add-back, and why do add-backs matter?

An explanation of key-person risk and key person insurance, and how both affect a business's valuation.

What is key person insurance / risk, and how does it affect value?

An explanation of S-corp tax status, why it's distinct from a legal business structure, and why it matters for your valuation.

Why does S-corp status matter for a valuation?

Helpful guidance for onboarding with Brillian

Completing the Valuation Questionnaire

Many business owners assume "S-Corp" describes how their company is incorporated. It doesn't — and understanding the difference can save you from costly surprises down the road.

S-Corp: It's a Tax Election, Not a Business Structure

Two common reasons a QuickBooks connection won't go through, and how to fix each one.

Why can't I connect my QuickBooks account to Brillian?

Step-by-step instructions for adding financial documents to your Brillian account after submitting your valuation questionnaire.

How do I upload documents to my Brillian account?

A checklist of what business owners need before starting the Brillian onboarding process.

What information do I need to complete my Brillian onboarding?

Step-by-step guide for business owners on how to provide financial data to Brillian during onboarding.

How do I connect my financial accounts to Brillian?

Brillian connects live with QuickBooks Online; Desktop users can upload financial statements directly instead.

Does Brillian support QuickBooks Desktop, or only QuickBooks Online?

Common questions that come up during onboarding

Setting Up Your Business Correctly

What business owners can expect in terms of timing after completing onboarding.

How long will my first valuation take?

Common reasons a Brillian valuation may differ from a business owner's expectations, explained plainly.

Why does my valuation look different than I expected?

Business owners can schedule a review session with a Brillian advisor.

Can I review my valuation with a human?

How often Brillian updates a business valuation and what drives changes over time.

How often is my valuation updated?

An overview of the Edge Report — goal tracking, benchmarking, and optimization recommendations that build on your valuation.

What is an Edge Report?

What to expect between signing up for Brillian and receiving your valuation: the questionnaire, financial connection, and timeline.

What happens after I sign up for Brillian?

Brillian can evaluate a business you're considering acquiring, not just one you're planning to sell.

Can Brillian support a buy-side or acquisition evaluation?

How human experts and AI each play a role in your Brillian valuation — the math and QA are human, AI powers the plain-English insights.

Is a human expert involved in my valuation, or is it fully automated?

What business owners can expect from Brillian's valuation process

What to Expect from Your Valuation

How business owners can share their Brillian valuation report with an advisor, CPA, or other trusted party.

How do I share my valuation report with my advisor or CPA?

How business owners can give additional people access to their Brillian account.

Can I add multiple users to my business account?

How to change or remove the financial advisor connected to your Brillian account.

How do I switch or update my financial advisor on Brillian?

What an advisor can see with client consent, and what happens immediately if that consent is revoked.

With client consent, what can my advisor see — and what happens if I revoke consent?

Help adding or managing additional users on your account

Managing Third Parties on Your Account

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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