Frederick (Fred) Saide
MoneyMattersUSA, Advisory
Union, New Jersey
Contact
How to contact
freds@moneymattersusa.guru
Professional Profile
Call Me When
A business owner is years away from selling but hasn't asked the most important question yet: will the proceeds — plus everything else they've built — actually replace their income for life? Most advisors focus on getting the deal closed. I focus on
Professions
Coach
Consultant
Insurance
Functional Expertise
Business development
Business growth
Business management
Buy side/Acquisitions
Cash flow enhancements
Charitable giving
Equity
ESOPs
Estate planning
Expert witness
Family business
Fiduciary
Investments
Management succession
Real estate
Retirement
Risk management
Tax
Exit/Transition Planning
Business Focus
I help business owners and professionals answer the question that comes before the sale: will this actually fund the life I want afterward? I work in two connected areas — exit readiness (helping owners determine the number they need and whether thei
Professional Certification
Succdssion Planning, Business Strategies, Estate Planning, Income PLanning, Risk Managment,
Transition Planning Certification or Methodology
CEPA
Client Industries
Business Services
Consumer Services
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Wholesale/Distribution
Client Results
Helped owners structure liquidity events into income plans that funded retirement with confidence, not guesswork. Worked alongside M&A and legal teams to make sure exit timing matched the owner's actual financial readiness, not just market conditions
Advisor Resource Relationships
B2B CFO
The International Exit Planning Association
Chapter information
Membership
New Jersey Individual
Member since
New Member
Why I'm a Member of XPX
I support XPX because I see this gap constantly — owners and professionals who are "all-in" on their business, with little idea how to actually extract their wealth from it or make it last once they do. I'm often the advisor who gets engaged before t
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2026 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2026 XPX Global LLC. All Rights Reserved.
