Kamboj Advisory scores your business across 8 financial dimensions and builds your personalized roadmap — free.
Our assessment analyzes 8 critical dimensions — income, expenses, debt, savings, operations, marketing, investment, and tax strategy — giving you a score and personalized roadmap.
What We Assess
Income
Revenue structure & stability
We analyze your revenue mix, growth trajectory, client concentration, and recurring income to score the health and resilience of your top line.
Expenses
Cost ratios & burn efficiency
From fixed vs. variable costs to your burn rate relative to revenue, we surface exactly where money is going and where it's being wasted.
Cash Runway
4.2 mo
Savings
Reserves & runway
How many months of operating expenses you can cover, and whether your savings habits match your growth stage.
Debt-to-Revenue
0.35x
Debt
Leverage & coverage
Debt-to-revenue ratios, service coverage, and utilization patterns that reveal whether debt is fueling growth or dragging it down.
Operations
Systems & scalability
Team structure, documentation maturity, process automation, and how well your operations can handle 2x growth.
The Process
01
Complete the Assessment
Answer ~30 questions across 8 financial categories. Takes 10–20 minutes. No financial documents required.
Step One
Quick, guided questionnaire
Structured questions designed by financial advisors to surface the insights that matter most for your stage and industry.
02
out of 100
Step Two
Instant scoring
Each category scored individually, with gaps identified and prioritized by severity.
03
Step Three
Book a strategy call
Schedule a free 60-minute call with a senior advisor who will have already reviewed your full analysis.
04
Your Personalized Roadmap
Step Four
Advisor-led action plan
Walk through your complete Financial Health Analysis, prioritized gaps, and concrete next steps — tailored to your business, not generic advice.
Testimonials
I had no idea how bad my tax situation was until this assessment. The advisor walked me through exactly what to fix and we saved over $40K in the first year. This is the most valuable thing I've done for my business.
Marcus T.
Owner, Tri-State HVAC Services
I always felt like I was guessing with my finances. The score made everything concrete — I could see exactly where I was strong and where I was bleeding. The strategy call was a turning point.
Priya K.
Founder, Bloom Wellness Studio
We were doing $3M in revenue but the assessment revealed we had critical gaps in debt management and savings. Kamboj Ventures helped us restructure in 90 days. I wish I'd done this years ago.
Derek M.
CEO, Pacific Edge Construction