infolio

Chapter 18 - Where Melissa got the forecasts

Remember the suspicious operating numbers in Melissa’s valuation?

Investigators traced them.

Ryan had received draft Prescott Power forecasts from me months earlier.

Why did I have them?

Family shareholder briefing.

Confidential.

I forwarded one presentation to Ryan after he asked:

“What assumptions is Prescott using?”

That was my mistake.

I believed I was discussing a possible transaction with my husband.

I violated an internal confidentiality expectation, though not for personal payment.

Ryan then forwarded material to Melissa.

She selectively used lower-case forecasts in her valuation model.

Prescott’s compliance committee formally criticized me.

May you like

I accepted it.

Being deceived did not erase my own careless disclosure.

Related Stories

Other posts