A new standard in business advisory and personal financial planning

Brillian helps business owners grow profit, extract cash flow, and build enterprise value, supported by your advisory team.

Brillian Growth Chart
+ $1.65 Million (+62%) of value creation
Steady State
With Brillian
B
Valuation
$2.55M
$4.13M
+62%
EBITDA
$1.02M
$1.27M
+24%
Savings (10%)
$464K
$531K
+14%
Based on hypothetical business value growth over 5 years, assumes the enclosed.
Assumes the following:
  1. 1Same 5% top-line growth applied over the first 3 years.
  2. 2Year 1: Optimization adds +$25k EBITDA through starting cash management.
  3. 3Year 2: Optimization adds +$55k EBITDA through right-sized margins.
  4. 4Year 2: Multiple increases by +0.25x as margin enters target zone.
  5. 5Year 3: Optimization adds +$40k EBITDA through better priced insurance and financing.
  6. 6Year 3: Multiple increases by +0.25x as growth accelerates to 7% annually.
  7. 7Year 4: Multiple increases by +0.25x as EBITDA breaks $1M threshold.
  8. 8Year 5: Systematize accounting and people management.
  9. 9Year 5: Optimization adds +$20k EBITDA through improved credit card processing.

Ongoing Business Valuation

Continuous fully-compliant business valuation and cash flow projections for your personal financial planning.

Benchmarking vs Similar Businesses

Transparency into over 60 KPIs. See where you outperform and the most valuable areas to improve to achieve your specific goals.

Personalized Priorities to Improve Outcomes

Based on your goals, identify the most accretive and actionable steps to take, with help executing them.

Expert White-Glove Support

Live and always-available expert support and guidance for business owners and advisors.

Business Owners

Serious expertise that is always watching your business's back

Reliable information about where business meets personal financial planning, including premium business valuation and cash flow projections for cash management planning.

Brillian – Business Health Summary

Financial Benchmark

Identify which metrics to focus on to reach your goals and how to improve them.

Current
Target
Low
Moderate
High
Metric
Industry Range
Current
Target
Sales Per Employee
Workforce productivity
Moderate
$185K
$250K
Gross Profit Margin
Pricing power
Moderate
35%
43%
Inventory Days
Stock holding period
High Risk
52 days
35 days
Sales Growth
Revenue momentum
Moderate
7%
10%
Brillian – Growth Opportunities (2×2)
Growth Opportunities

Top 4 Recommendations

Prioritized by impact on your Business Health Score

Earn Yield on Idle Cash
You never need more than $75k in your checking account. Speak to your advisor to sweep excess cash to a High Yield Savings Account.
+$38k / yr 2 hrs Low Effort
Reduce Cost of Goods Sold
Your margins are 34% while industry standards are 45–50%. Your Cost of Goods Sold is ~20% above peers. Conduct pricing reviews with top 5 vendors.
+$120k / yr 15 hrs Medium Effort
Refinance Debt at Cheaper Rate
Your current credit line is 12% while comparable solutions are available at 8–9%, an opportunity of 25%–30%.
+$53k / yr 10 hrs Medium Effort
Improve Gross Margin
5 steps: Audit margins, increase pricing for top sellers, create high-margin bundles, phase out low-margin services, and track progress.
+$144k / yr 4–8 weeks Medium Effort
M&A Activity Feed — Brillian

M&A Update: Home Services Industry

Local RegionValues
YoY Media Value7%
YoY Volume−12%
Volume16 transactions
EBITDA Multiple (LTM)Values
Low2
Median2.5
High3.5

Recent Deals

12 this month
This Week
HVAC Services Company → Regional PE Firm
$3.8M
Regional HVAC consolidation. Acquirer adds 12 service vans and a 45-person team to expand residential coverage across three counties.
Strategic
Louisville, KY 30–60 emp
Relevance
92%
Commercial Landscaping Co. → National Facilities Group
$1.2M
Tuck-in acquisition adding 85 recurring commercial maintenance contracts and specialized irrigation equipment to buyer's portfolio.
Expansion
Nashville, TN 10–25 emp
Relevance
78%
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Brillian – Business Valuation
Business Valuation
H

Holloway Services as an Asset

Based on trailing 12-month financials · Updated Feb 2026

Growing
Estimated Business Value
$2.4M
Based on 4.2× SDE multiple
Excess Cash Flow
$186K
Annual cash available after owner compensation
$572K
SDE
↑ 12% YoY
$1.8M
Revenue
↑ 8% YoY
31.8%
Profit Margin
↑ 1.4pts
4.2×
SDE Multiple
Industry avg: 3.6×
Valuation Breakdown
Earnings
Assets
Goodwill
Other
Earnings-based $1.32M
Tangible Assets $600K
Goodwill $288K
Other $192K
Your Planning Process. Expanded.

Mimic your existing process for personal planning to guide clients to a high-confidence, goal-oriented result for their business.

Brillian – Recommendations

Top 3 Recommendations

Prioritized by impact

Deliver Cash Yield
Client never needs more than $75k in their checking account. Set up a new HYSA for them with a daily sweep, or offer a cash management solution.
Cash Management High Impact Low Effort
Reduce Debt Expense
Your client has debt on their business at 12% while prices have come down 25%–30%. Kickoff a new lender with them to get quotes and quantify new profit.
Debt Cost High Impact Medium Effort
Grow Wealth Faster from Profits
Client excess cash flow of $186k should be tax optimized and moved from business to person.
Wealth Building $186k opportunity High Impact Medium Effort
Deepen Relationships. Grow Your Book.

Strengthen relationships with existing clients and accelerate acquisition of new business owner clients.

Clients Widget

Clients

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Enterprise-grade security and compliance standards to protect your data and meet institutional requirements.

Bank level Security

SOC-2 Compliant

Data Encryption