Up to 33% More Income!
The 537 Installment Sale Trust
See How a 537 IST can Change Your Life
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
What is a 537 Installment Sale Trust?
A LEGAL way to get capital gains tax relief by selling your business or property through a specialty trust
If you are looking to sell your business or property because
You don't want to deal with the business anymore
You want a steady stream of income, or more income
You're ready to retire and need to replace your income
Then the 537 Installment Sale Trust is for You!
What are the Benefits of a 537 Installment Sale Trust?
No Capital Gains Tax Due
Steady Income
Rid of Business Owner Stress
Download Your FREE
537 Installment Sale Trust Guide!
Learn More about the benefits of the 537 IST
How does a 537 Installment Sale Trust Work?
3 Simple Steps
Step 1
Our team administers the 537 IST and creates terms for a Secured Note for the seller's protection.
Step 2
At the close of escrow, the proceeds directly enter the trust. The proceeds are then invested.
Step 3
The note pays out quarterly income. From here, the process can continuously be repeated.
Now, proceeds for the transactions are in the trust and are “tax-deferred.”
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.