Greenfield Advisory Group is pleased to present this proposal for a comprehensive Estate & Succession engagement for Paul Miller and associated entities. Based on our 12-year advisory relationship and your most recent engagement in November 2025, this proposal addresses your evolving business ownership transition goals and estate planning priorities ahead of the Q2 board filing period.
This engagement encompasses three integrated workstreams: a structured succession planning review, an updated estate review reflecting current asset levels and trust structures, and a formal business valuation to support any buy-sell agreement amendments.
Succession Planning Review: Full review of current succession documentation, buy-sell agreement status post-Q3 2024 partner buyout, and updated exit strategy modeling. Deliverable: revised succession memo with three modeled scenarios.
Estate Review: Updated estate analysis at current asset level including estate tax exposure assessment. Review of 2019 will and trust structures. Charitable remainder trust feasibility analysis for family foundation goal. Deliverable: estate summary and recommended action items.
Business Valuation: Formal valuation report for use in buy-sell amendment and succession documentation. Deliverable: certified valuation report.
Projected engagement duration: 8–10 weeks from signed agreement. Phase 1 (Succession Planning Review) begins within 5 business days of engagement commencement. Phase 2 (Estate Review) overlaps with Phase 1 beginning in week 3. Phase 3 (Business Valuation) delivers the final certified report by week 10.
| Scope | Rate | Estimated Hours | Amount |
|---|---|---|---|
| Succession Planning Review | $450 / hr | 16 hrs | $7,200 |
| Estate Review — Comprehensive | $450 / hr | 14 hrs | $6,300 |
| Business Valuation — Certified | $450 / hr | 10 hrs | $4,500 |
| Total Engagement Fee | $18,000 | ||
Paul Miller will be notified via email at the address on file. The proposal will become visible in the client review portal. This action cannot be undone without advisor intervention.