Executive Transition Coaching
A Smarter Approach to Leadership Change
Transitions at the executive level are high-stakes moments. Whether stepping into a new leadership role or preparing to exit a long and successful career, these shifts impact not just the leader, but the entire organization. Executive Transition Coaching ensures that both incoming and outgoing executives and their team navigate these transitions with clarity, confidence, and strategic alignment.
At CXO, we specialize in seamless executive transitions, integrating onboarding coaching for new leaders with retirement and exit coaching for departing executives. Our unique, integrated dual bridge approach fosters continuity, preserves institutional knowledge, and minimizes disruption, creating a leadership pipeline that’s both stable and future-focused.
For Incoming Executives
Accelerate your impact with a structured onboarding plan, tailored leadership strategies, and guidance to navigate organizational dynamics. We provide your incoming executive with a seasoned functional Executive Coach to work with them throughout their onboarding.
For Outgoing Executives
Plan a meaningful exit with career legacy coaching, post-corporate transition support, and strategies for a fulfilling next chapter. We provide your outgoing executive with a Certified Retirement Strategy Coach to help them build and navigate a successful exit plan.
For Organizations
Reduce leadership turnover risks, maintain strategic momentum, and ensure a smooth knowledge transfer between leaders. We work with your teams to adjust to the new leadership change and maintain their focus during the change.
Executive transitions don’t have to be disruptive—they can be opportunities for growth. Let’s make sure your next leadership shift is a success.
Retirement Strategy Coaching
Are you or someone on your team considering retirement in the next few years?
Navigating the transition from a demanding executive role to retirement is a significant life change that extends beyond financial planning. It involves redefining purpose, identity, and daily structure. CXO’s Retirement Strategy Coaching offers personalized guidance to help executives approach this new chapter with clarity and confidence.
Our approach is informed by industry insights, recognizing that a successful retirement involves more than financial security. Research indicates that 90% of retirees value support with non-financial aspects of retirement, such as finding purpose and staying connected.
We specialize in assisting executives through this pivotal transition, focusing on both the emotional, social, psychological and practical aspects of planning a retirement they will love.
Our services include:
Individual Coaching - Using our CORE Methodology to help clients Gain Clarity, Consider their Options, Reimagine Possibilities and Empower action.
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Executives commonly associate who they are with their job title. Losing that title and the associated sense of value that comes with it can be difficult. We help leaders redefine their sense of identity, uncover new passions, and create their personal mission for this next phase. Whether it's philanthropy, entrepreneurship, consulting, or something completely different, we ensure that leaders have plans in place to build a rewarding and fulfilling post-career life.
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What does life look like when days are no longer dictated by meetings, deadlines, and strategic goals? Many executives find that they feel disconnected and unmoored without the structure of corporate life. We help design a daily and weekly routines to keep participants engaged, active, and connected. From travel and hobbies to personal projects and social engagement, we map out a lifestyle that works for each individual’s needs.
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Retirement isn’t just a career transition—it’s a major life shift that can bring unexpected emotional challenges. Many executives struggle with feelings of loss, uncertainty, or even irrelevance. Our coaching provides strategies for navigating these emotions, ensuring that you step into retirement with confidence, excitement, and a strong sense of purpose.
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Experience and insights are valuable. Finding a way to use them in a rewarding way is unique to everyone. Interest inmentorship, board roles, teaching, or writing, are some of the ways that senior leaders find work to help themcontinue making an impact. Whether it’s guiding the next generation of leaders, advising startups, or writing a book, we help craft a legacy that extends far beyond a corporate career.
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A successful retirement is as much about continuing to feel relevant as it is feeling good while doing it. We explore strategies for maintaining mental sharpness, physical vitality, and emotional well-being, ensuring that the transition into retirement is energizing rather than depleting. From stress management to movement and mindfulness, we focus on long-term well-being.
Retirement Readiness Assessment (RQ)
“Step Into Retirement with Confidence! Retirement is not an ending—it’s a new beginning. A rebranding of life’s next chapter. Understanding what is important to each person and building a plan to achieve their goals ensures that their transition is not only smooth but also deeply fulfilling.”
Our Retirement Readiness Assessment is a 56 question tool that will provide you with a view into how ready you are in the 6 key areas of your life that help build a successful transition into your unique retirement.
The detailed report comes with actionable insights and one hour of individual coaching to get you started.
“Leadership transitions—whether stepping into a new role or stepping into retirement—are more than just a change in title. They are shifts in identity, influence, and impact. A well-supported transition ensures that both incoming and outgoing executives, including those retiring, not only succeed but leave a lasting legacy. Thoughtful coaching turns these high-stakes moments into opportunities for growth, continuity, and long-term stability.”
Andrea Maizes, ACC, CPRC - Retirement Strategy & Executive Coach
