Annual Meeting Templates

Year-End Business Preparations

The winding down of any year is the ideal time for owners of LLCs and Corporations to begin preparing for annual meetings and corporate record updates. Completing these items each year helps maintain compliance, strengthen governance, and keep your entity running smoothly.

A few helpful topics to include in your annual meeting minutes:

• Election or reappointment of managers, officers, or directors
• Review of financial performance and tax planning for the prior year
• Approval of distributions, capital contributions, or major expenditures
• Discussion of business goals for 2026 and long-range planning
• Ratification of significant contracts, loans, leases, or acquisitions
• Confirmation that records, registered agent information, and ownership registers are current

If you’d like assistance preparing your minutes, updating your corporate records, or determining what your entity needs, our team is ready to help.