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

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