Sell Your FedEx Business, Defer the Taxes, and Collect Income on Pre-Tax Money using a 537 Installment Sale Trust.
Step 1 of 2:
Get a free 537 IST report for your FedEx business
SellMyFDX Revenue Estimator Survey
Step 2 of 2:
Schedule a time to meet with us
Learn more and ask the difficult questions
See What Others Say About the 537 IST
A Few Recent Testimonials
"It's meeting needs currently and in the future. It's even being passed on to our kids!"
- Cheyenne
"The income is more than the net I was getting on my properties that I sold!"
- Ron
"The income is more than the net I was getting on my properties that I sold!"
- Ron
"We had the flexibility to retire without the loss of income!"
- Clark
Our Team
W. Morris Chubb
Trust Administrator
CB Administrative Services, LLC – Principal, W. Morris Chubb, CPA (inactive) and CFO of public, venture backed and private companies for 40+ years. Throughout his career, Morris has been committed to transparency, accountability and integrity. He is also active in the nonprofit space and is board chair of Project WeHOPE, a nonprofit that provides shelter and other needed services to the homeless in East Palo Alto and other locations around Northern California.
Norb Kohler
Business Advisor
Norb is a highly motivated professional with over 30 years of experience in owning and operating successful businesses, both in the for-profit and non-profit sectors. Norb has run a successful Real Estate company and several venture capital startups and has established and worked with teams as large as 50 people. Norb’s strength as a leader is in making sound business decisions, fiscally responsible financing, and raising capital for existing and new ventures. He is known for creating great work environments for employees and management.
Craig Redler
Trustee / Attorney
Craig has held positions with several prestigious international law firms, both as an experienced litigator, and later serving as Trustee for off-shore trusts settled by high net-worth clients, with structures throughout various countries in Europe and Asia and the Cook Islands. Craig is an internationally recognized estate planning, tax planning and trust administration attorney.
Kevin Brunner
537 IST Advisor and CEO
Kevin Brunner is a seasoned professional with over 20 years of experience in financial services. He has a special focus on doctors and business owners, and has spent over 30 years consulting businesses from startups to turnarounds. His philosophy is that retirement is about income, not assets, because not all assets return the same income.
Trevor LaParl
537 IST Advisor
Trevor is a dynamic professional currently serving as COO for Q-financial. Based in Orange, California, Trevor is deeply committed to applying his knowledge and skills in the sales and marketing domain to helping more asset owners become aware of the benefits of the 537 IST process.
Nathan Partch
CMO
Nathan (Nate) is on a mission to create business partnerships that bring unparalleled client value. His focus is the financial services industry, where he discovered his passion. This led him to develop a partnership-based system tailored for financial companies and commercial brokers.
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