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.