Products & Services/Phase 2 · Strategy & Planning/Conflict of Interest Management

Phase 2 · Strategy & Planning · From Idea to Executable Plan

Conflict of Interest Management

A conflict of interest that is managed is a governance strength. A conflict of interest that is hidden is a governance failure waiting to become a scandal.

Conflict of interest management is the design and implementation of the framework that identifies, discloses, and manages conflicts of interest across the business — between directors' personal interests and their duties to the company, between the business's interests and those of clients it serves in competing capacities, and between the commercial interests of the business and the regulatory or professional standards it is bound by. We implement the framework that makes conflicts visible, managed, and documented rather than hidden and consequential.

The Pain We Solve

You may recognise yourself in one of these.

Three audience scenarios · because the same service produces a different transformation depending on where you are in the business journey.

Scenario 1

The director who has a personal financial interest in a matter being decided by the board and is uncertain about their obligations

The director is also a shareholder in a company that has submitted a tender to the business. The director does not know whether they can participate in the decision, whether they must disclose, or what happens if the disclosure process is not followed correctly.

Scenario 2

The professional services firm that acts for clients whose interests conflict and has no documented framework for managing those situations

The firm has clients on opposite sides of a commercial dispute. It has clients who compete in the same market. The conflicts have been managed informally — but the informal management creates regulatory risk, professional liability, and client relationship damage that a formal framework would address.

Scenario 3

The business that has never implemented a conflict of interest policy and is about to go through a governance audit, a fundraise, or a regulatory review

The question 'how do you manage conflicts of interest?' has no prepared answer. The practice has been managed individually, inconsistently, and without documentation. The audit, the investor, or the regulator will find the absence material.

The Impact It Creates

The Moment You Will Feel the Difference.

1

Conflicts of interest identified, disclosed, and managed rather than hidden and accumulating

2

Director conflict duties met — disclosure made, participation managed, minutes recorded

3

Client conflict management framework in place for professional services businesses

4

Governance audit, investor, and regulatory conflict of interest requirements met

What You Receive

The Specific Deliverables.

Tangible outputs · documented, dated, and yours to keep.

  • Conflict of interest policy design
  • Conflict disclosure register and process
  • Director conflict management framework — disclosure, recusal, and minute requirements
  • Client conflict management process for professional services firms
  • Staff conflict of interest declaration programme
  • Conflict governance reporting framework

The Outcome

Where You Will Be on the Other Side.

The business manages conflicts of interest through a documented, consistently applied framework — with disclosures made, decisions documented, and the governance record that demonstrates that the business takes its conflict obligations seriously.

Primary Focus

Implementing the conflict of interest management framework that ensures disclosures are made, conflicts are managed consistently, and governance obligations are met.

KPI Measurement

  • Conflict disclosures made vs estimated conflicts
  • Director conflict management compliance rate
  • Client conflict management incidents resolved correctly
  • Governance audit conflict management pass rate
  • Conflict register completeness

Investment & ROI

Pricing Engineered Around the Value You Create.

Every engagement is sized against the value we believe we can create with you · the fee is always a fraction of the outcome. Four tiers · so the investment matches your stage of business.

Tier 1

Foundations

£5,000 – £15,000

Right for

Pre-startup, startup, and micro-business founders ready to build on evidence rather than instinct.

Typical Value Created

£100K+ in sharper resource allocation and avoided strategic missteps

Engagement

4 – 8 weeks

Target Return

5 – 10× ROI

within 12 – 18 months

Tier 2

Acceleration

£15,000 – £50,000

Right for

Growing SMEs and established small businesses ready to scale a working model into the next revenue band.

Typical Value Created

£500K – £3M in faster execution and pipeline acceleration

Engagement

8 – 16 weeks

Target Return

5 – 10× ROI

within 12 – 18 months

Tier 3

Transformation

£50,000 – £250,000

Right for

Medium enterprises and scale-stage businesses ready to commit to a multi-quarter, organisation-wide shift.

Typical Value Created

£2M – £20M in strategic value through repositioning, model redesign, and growth-system installation

Engagement

3 – 9 months

Target Return

5 – 10× ROI

within 12 – 18 months

Tier 4

Enterprise

£250,000 – £2M+

Right for

Large enterprises, global operators, and complex organisations ready for a multi-year strategic partnership.

Typical Value Created

£10M+ in major strategic initiatives, capital deployment efficiency, and competitive repositioning

Engagement

12 months and onward

Target Return

5 – 10× ROI

within 12 – 18 months

Why We Price This Way

Every engagement is sized around the value we believe we can create with you. The fee is always a fraction of the outcome · typically 10 – 20% of the expected first-year return.

This is how we make sure pricing aligns with results. The conversation is never “what does this cost?” · it is always “what is this worth to your business?” We answer that together in the first call, transparently, and decide the right tier from there.

If we cannot articulate a credible 5–10× return for your specific situation, we will tell you in the first call. That honesty is part of why our clients trust us with the work that matters most.

Why This Conversation Matters

The conflict of interest that is well-managed demonstrates governance maturity. The one that is concealed or ignored demonstrates a culture that governance exists to prevent. We design the framework that ensures every conflict is an opportunity to demonstrate the former — never an occasion to create the latter.

A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.

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