Selling Your FedEx Routes?Keep 100% Working for You.
The 537 Installment Sale Trust defers all capital gains taxes while creating structured quarterly income (not guaranteed) of $12K-$437K+. Q reports 3,800+ transactions since the 1970s, with no IST audits reported to date — a historical record, not a guarantee.
Tax Savings Breakdown
Example: $2M Route Sale
How the 537 IST Strategy Works
A proven, IRS-compliant process that has protected billions in route sale proceeds
Free Consultation
We analyze your specific situation and calculate your potential tax savings. No obligation, just clarity.
Trust Setup
Our legal team establishes your IRS-compliant 537 Installment Sale Trust within 2-3 weeks.
Receive Income
Get quarterly payments while deferring all capital gains taxes legally.
Why Route Owners Choose Us
20+ years of expertise protecting FedEx contractors' hard-earned profits
IRS Compliant
Structured to be IRS compliant. Q reports no IST audits to date — a historical record, not a guarantee.
Maximum Savings
Defer 100% of capital gains taxes while generating consistent quarterly income.
Legal Protection
Expert legal team focused on compliance and asset protection.
Track Record
Q reports 3,800+ transactions since the 1970s — a historical record, not a guarantee.
Personalized Service
Dedicated support team guides you through every step of the process.
Fast Setup
Complete trust establishment in 2-3 weeks, not months.
Hear From Route Owners Who Made The Smart Move
Real FedEx contractors sharing their 537 IST success stories
Cheyenne M.
FedEx Contractor
Ron H.
Property Developer
Clark P.
Commercial Property Owner
Common Questions
Everything you need to know about the 537 IST Strategy
Is the 537 IST Strategy legal?
Yes. It's structured to be IRS compliant, and Q reports no IST audits to date — a historical record, not a guarantee.
How much can I save?
Most route owners defer 100% of their capital gains taxes. On a $2M sale, that's typically $698,850+ in deferred taxes, plus structured quarterly income (not guaranteed).
How long does setup take?
The complete trust establishment process takes 2-3 weeks from initial consultation to funding. Much faster than traditional alternatives.
What if I already sold my routes?
You need to set up the trust BEFORE selling. Contact us immediately if you're planning to sell so we can protect your proceeds.
Are there any risks?
Yes. The quarterly income is structured, not guaranteed: it is subject to the obligor's creditworthiness and is not FDIC insured. The 537 IST is structured to be IRS compliant under IRC Section 453, and Q reports 3,800+ transactions with no IST audits reported to date — a historical record, not a guarantee.
See How FedEx Contractors Are Saving Millions in Taxes
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.
