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Ethics & accountability · Balancing user vs business interest

You're advising a client on an acquisition, and your firm can also provide the financing — a lucrative staple. The client asks whether they're getting the best financing terms available. How do you handle the conflict between your advisory duty and your firm's financing revenue?

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The conflict is real and the answer is disclosure plus a genuine market check, never a quiet steer to our own product.

The full answer: structure, worked example, likely follow-up.

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