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:
- Owners compensation
- Distributions/ dividends
- Capital needs
- Employee benefits.
This template runs you through planning and running your annual meeting.
In this template you will get:
- Notice template
- Calculators for owners compensation, distributions and capital needs
- Financial review - historical performance
- Strategy template
- Promissory note template