Accepted

Proposal Accepted

Paul Miller signed on May 5, 2026 at 2:34 PM  ·  Engagement #42

Paul Miller Typed Signature · Greenfield Advisory Group

Typed Signature — Not DocuSign
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Intake
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Draft
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Sent
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Viewed
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Accepted
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Kickoff

Decision Context

Why Paul Miller accepted this engagement

"Succession planning timeline aligns with Q3 board transition. Team found the estate review scope particularly relevant."
Conditions None
Reference Engagement #42
Signed By Paul Miller
Firm Greenfield Advisory Group

Kickoff Packet

Ready
  • Scheduled Kickoff May 12, 2026
  • Assigned Advisor Sarah Chen
  • First Deliverable Intake session + document checklist
View Kickoff Packet Download PDF

Invoice

INV-2026-0042
$18,000
Sent
  • Due Date Net 30 — June 4, 2026
  • Sent To paul.miller@greenfieldadvisory.com
  • Status Sent
View Invoice

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Next Engagement Advisor-initiated — not automatic

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Succession Planning Phase 2 is suggested based on your current scope. This is a seeded advisor recommendation — not an automated pipeline promotion.

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