PrenupsAI

Specialized evidence guide

Business valuation evidence for a prenup

How to document ownership, methods, dates, assumptions, compensation, distributions, appreciation, and later changes.

Manual analysis is separated from the representative source records and topic matrices below.

Manual editorial field guide

A valuation number is not self-proving. For prenup review it must be connected to an ownership interest, as-of date, purpose, method, assumptions, source data, and the agreement’s treatment of appreciation, income, control, debt, and sale proceeds.

358 manually authored words · evidence tables continue below

Define the interest before valuing it

Record entity, jurisdiction, class, percentage, voting rights, options, profit interests, vesting, restrictions, capital accounts, guarantees, and related holdings. Distinguish direct ownership from trusts, holding companies, and contractual participation. The cap table date should match or explain differences from the disclosure schedule.

A headline company value is not the value of one person’s interest. Debt, minority status, marketability, preferences, tax attributes, and transfer restrictions may matter, but each adjustment needs a stated basis.

Make the method reproducible

Preserve the standard and premise of value, income, market, or asset approach, forecasts, comparable transactions, normalization adjustments, discounts, and appraiser instructions. Label book value, tax basis, insured value, owner estimate, and formal appraisal accurately. They answer different questions.

Record who supplied the data and whether later information materially changed it before signing. Do not overwrite a historical disclosure with a current valuation; keep both snapshots.

Separate ownership from economic streams

The agreement may treat salary, bonus, distributions, retained earnings, appreciation, sale proceeds, and personal goodwill differently. Extract each stream and identify who controls its timing. A clause saying the company remains separate may not answer whether marital effort, reinvested earnings, or guarantees create another claim.

Model sale, dilution, recapitalization, capital call, default, disability, and termination events. Cross-check operating agreements, buy-sell terms, lender covenants, and investor rights.

Tie valuation to disclosure evidence

A schedule can state a number without proving delivery, explanation, or supporting material. Build a ledger showing what was provided, when, to whom, and with which draft. Link the state disclosure and property sources without claiming that one valuation method is legally required everywhere.

Questions for the document

What to ask before drawing a conclusion

  • What exact interest is being valued?
  • What date, purpose, standard, and method produced the number?
  • How does the agreement treat each economic stream?
  • What changed between valuation, disclosure, and signing?

Outside evidence

What the agreement cannot prove alone

  • Cap tables and entity agreements
  • Appraisals, models, projections, and source data
  • Financial statements, tax returns, debt, and guarantees
  • Disclosure schedules, delivery records, and later updates

Editorial provenance

Authorities behind this research path.

These are representative records for the article’s topics. They support the research questions; they do not turn the editorial discussion into a state-specific legal opinion.

50-state follow-through

Open the underlying issue matrices.

Specialized facts often cross several ordinary legal topics. Compare each one separately instead of expecting a single clause label to answer everything.

Matrix and list placement describes the records in PrenupsAI's current evidence packages. It does not rank legal strictness, predict enforceability, or mean that an unlisted state has no applicable rule. Open the cited sources to inspect the underlying authority.