The 537 Installment Sale Trust defers all capital gains taxes while creating $12K-$437K+ quarterly income. Zero IRS audits in 20 years. 3,800+ route owners trust our proven process.
Example: $2M Route Sale
A proven, IRS-approved process that has protected billions in route sale proceeds
We analyze your specific situation and calculate your potential tax savings. No obligation, just clarity.
Our legal team establishes your IRS-compliant 537 Installment Sale Trust within 2-3 weeks.
Get quarterly payments while deferring all capital gains taxes legally.
20+ years of expertise protecting FedEx contractors' hard-earned profits
Fully compliant with IRS regulations. Zero audits in 20 years of operation.
Defer 100% of capital gains taxes while generating consistent quarterly income.
Expert legal team ensures complete compliance and asset protection.
3,800+ successful transactions protecting over $2 billion in proceeds.
Dedicated support team guides you through every step of the process.
Complete trust establishment in 2-3 weeks, not months.
Real FedEx contractors sharing their 537 IST success stories
FedEx Contractor
Property Developer
Commercial Property Owner
Everything you need to know about the 537 IST Strategy
Absolutely. It's fully IRS-approved and has been used successfully for over 20 years with zero audits. Our legal team ensures complete compliance.
Most route owners defer 100% of their capital gains taxes. On a $2M sale, that's typically $698,850+ in deferred taxes while generating $12K-$437K+ quarterly income.
The complete trust establishment process takes 2-3 weeks from initial consultation to funding. Much faster than traditional alternatives.
You need to set up the trust BEFORE selling. Contact us immediately if you're planning to sell so we can protect your proceeds.
The 537 IST is a conservative, IRS-approved strategy. Our 20-year track record with zero audits demonstrates its reliability and safety.
Watch this Route Consultant Industry Insights interview with Kevin Brunner to understand how the 537 IST strategy works and why it's the smart choice for route owners.