​We get to know you, our client inside out, and from top to bottom. We listen and learn and fully immerse ourselves in your world. This is a personal process and not a clinical one. This is the first part of every engagement because only after deep understanding and insight of your business can we help you envision, formulate and work on solutions.

Our role is not to fundamentally change an organization, but to take away the distractions and help you rethink and refocus.  Even good businesses can lose focus and get mired in the day-to-day. ​

​Our Approach and Philosophy​


“We tell you what you need to hear and not what you want to hear.” It is sometimes difficult to get and listen to unfiltered and unedited views and feedbacks of the challenges and issues. But it is our role to make you aware of the “whats”, “whys’ and “hows” so you can make informed decisions and strategic decisions. What we bring are the two perspectives, the war room and the trenches. We know both sides extremely well.

Perception is strong and sight weak. In strategy it is important to see distant things as if they were close and to take a distanced view of close things.


​We truly believe in the power of collaboration.  Everything we do in an engagement is with your direct input and participation. By building trust and mutual respect, we can work together in evaluating and designing the right course of action. While others may tell you what is wrong, we will show you how to fix it and the answers is typically within your organization.

CONTACT US   704.843.3207

Inside Out

In working with every organization, we start our immersion and collaboration with the leadership of the company.  This is very important because the vision, strategy, formulation and execution of any changes must be start with the full support of senior management. Leadership operations and sales must all be in sync – easily understood but not necessarily what happens in every organization.

Our Commitment

Our commitment is simple. We leave the client in a better position than before we came on the scene. Our sole mission is to make each client successful. We are passionate and unwavering in our desire to a make a difference to an organization. We bring focus, rigor and forward thinking to every project.

InStrategy Group’s size and scale allows us to be selective in our partnerships and engagements.  Each client gets full access and personal attention from InStrategy Group. We believe every engagement should be mutually beneficially and productive. We carefully weigh each engagement and project and are very cognizant of how we can help an organization.
When we complete our collaboration and end our engagement with each client, we are confident that we have made a difference. We live by our tagline, WE LEAVE AS A RESULT.