Give every business owner a financial plan that actually includes their business

Brillian gives you a better way to grow your client’s largest asset and accelerate their investment account.

Brillian Growth Chart
$1.65 Million (+62%) of value creation
Steady State
With Brillian
Valuation
$2.55M
$4.13M
+62%
EBITDA
$1.02M
$1.27M
+24%
Savings (10%)
$464K
$531K
+14%
B
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.

Grow your client’s largest asset and accelerate their investment account

Your advice should reflect your client's business today and their goals for tomorrow. Brillian makes sure it does.

Track the asset most financial advisors ignore.

Your client's biggest asset isn't in their portfolio. Understanding their business unlocks more ways to grow their account than almost anything else you do.

Engage earlier to capture the wealth transfer before it happens.

Business sales are the largest liquidity events most owners ever experience. Brillian surfaces the signals early so you can offer help along the way.

Deliver solutions, not just advice.

The advisor who understands the business always knows what solutions to bring to the table.

Critical information to enable holistic client service

Brillian saves you time by delivering actionable insights directly to you and your client.

Business Valuation

Understand the true value of your client’s business with accurate information that is regularly updated

Cash Management

Gain visibility into new opportunities for both business and personal cash management

Lead Generation

Identify other products and services that could benefit your client

Liquidity Planning

Get line of sight into a business sale or liquidity event — so you can plan for the AUM transfer.

Engage and add value earlier

Brillian turns every client’s business into a pipeline that runs itself.

Spot Triggers in Real Time

When a client's business hits a trigger — a cash surplus, a refinancing window, a valuation inflection — you're the first to know. And the first to act.

Turn Every Insight Into an Opportunity

Every improvement Brillian identifies is a measurable win for your client — and a natural opening to deepen planning, capture assets, or introduce the next solution.

How it works

Your clients get immediate value in 3 steps:

Connect their financials, answer a few questions, and get a complete picture of their business's value — with a clear plan to grow it.

Connect Their Data

Link their accounting software or upload their doucuments. Brillian pulls what it needs — securely and automatically.

Tell Us About The Business

Answer a short questionnaire about their ownership, goals, and operations. This takes about fifteen minutes.

Get Your Report

Receive a full valuation, health score, benchmarking against your industry, and prioritized recommendations to increase your business's value.

We work how you do

Brillian provides support how you want it.

Select whether you want to handle regular business updates, our experts to work with clients, or to guide client together.

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Brillian
Business Expertise
AI-powered business intelligence and regular updates delivered seamlessly.
Active
Advisor
You
Stay in the loop and guide clients with full context and control.
Active
Business Owner
Your Client
Receives timely business updates and expert guidance.