Shareholders of a corporation must hold shareholder meeting once a year. Even if you are not a corporation, having an annual meeting is a great way to look at the rear view mirror and make good plans.

The annual meeting is a great way to document important decisions such as:

1. Owners compensation
2. Distributions/ dividends
3. Capital needs
4. Employee benefits.

This template runs you through planning and running your annual meeting.

In this template you will get:

1. Notice template
2. Agenda
3. Minutes
4. Calculators for owners compensation, distributions and capital needs
5. Financial review – historical performance
6. Strategy template
7. Promissory note template