disclosure-statement-plan-reorganization

name	disclosure-statement-plan-reorganization
title	Disclosure Statement for Plan of Reorganization
description	Drafts a Chapter 11 Disclosure Statement compliant with 11 U.S.C. § 1125 and FRBP 3016(b). Use when preparing the disclosure statement that accompanies a proposed reorganization plan, covering debtor background, class treatments, liquidation analysis, projections, risk factors, and voting procedures.
author	CaseMark
author_url	https://github.com/CaseMark/skills/tree/main/skills/legal/disclosure-statement-plan-reorganization
license	Apache-2.0
version	0.1.0
execution_mode	open
jurisdiction	us
practice	bankruptcy
language	en
tags	["drafting","litigation","pleading"]

Disclosure Statement for Plan of Reorganization

Drafts a § 1125-compliant disclosure statement providing "adequate information" to enable a hypothetical reasonable investor of each class to make an informed judgment about the proposed plan.

Prerequisites

1. Case details — debtor name, case number, court, filing date
2. Plan of Reorganization — final or near-final draft
3. Financial records — P&L, balance sheets, cash flow (min. 3 years)
4. Schedules and SOFA — filed schedules of assets/liabilities, statement of financial affairs
5. Asset appraisals — valuations for significant estate property
6. Exit financing — term sheets, LOIs, or DIP financing terms
7. Claims register or bar date order — for creditor classification
8. Executory contracts/leases — with assume/reject decisions

Quick Start

1. Gather all prerequisites; confirm Plan draft is near-final
2. Draft sections 1–8 below, cross-checking every figure against the Plan
3. Run the guidelines checklist before finalizing
4. Submit to court for approval under § 1125 — do not solicit votes until approval order is entered

Output Structure

1. Introduction

• Debtor, case number, court, petition date
• State § 1125 "adequate information" standard
• Section roadmap and cross-reference to Plan

2. Debtor Background

Element	Content
Corporate history	Formation, ownership, key subsidiaries
Operations	Revenue streams, customers, geography
Assets	Categories with current valuations
Liabilities	Secured, priority, general unsecured — with amounts
Events of distress	Precipitating factors (operational, market, structural)

3. Class Treatment Summary

Class	Description	Impaired?	Treatment	Est. Recovery %
Admin/Priority	§ 507 claims	No (deemed accept)	Paid in full on effective date