annual meeting

  • Annual meeting template


    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