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Our Process

One calendar. Six steps.
Zero surprises.

Refined over sixteen years of consecutive on-time reports. The months below assume a spring annual meeting — we build your calendar backward from your dates.

1

Plan Sep – Oct

We build the calendar backward from your filing and annual meeting dates, defining every milestone, owner, and dependency — including print and mailing lead times. Every stakeholder sees the same schedule from day one.

2

Interview & Write Nov – Jan

Executive interviews and competitive research feed a narrative built the way the CEO wants the story told. Our copywriters draft; your leadership refines; we manage every cycle. Your executives give us hours, not weeks.

3

Design & Photograph Nov – Jan

Design concepts grounded in peer benchmarks, updated photo shoots, and portrait selection — creative that matches the story, running in parallel with the writing.

4

Integrate Feb

The narrative is bound together with your 10-K and other filings into one complete document — the definitive snapshot of your company’s year, accurate to the filing.

5

Proof & Press Feb – Mar

Managed proof sets for every stakeholder — legal, finance, IR, auditors — final approvals, and on-site press checks to make sure the finished report is flawless.

6

Deliver Apr

Printed reports shipped and mailed to your annual meeting date, with the digital edition published alongside. Then we debrief, capture what we learned, and next year starts easier.

What you’ll never have to chase

One calendarEvery stakeholder — legal, finance, IR, auditors, printers — works from a single schedule we run and keep current.
One point of contactNo agency layers. You talk to the person accountable for the whole report, every time.
No surprises at pressLate-breaking changes are planned for, not panicked over — we’ve turned new sections around in a day.

See where your calendar stands.

Whether your meeting is ten months out or ten weeks.

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