Tax-Smart Strategies for FedEx Route Owners (Installment Sale Trusts Explained)

Recorded live at the Route Consultant Expo 2026, this special episode features Kevin Brunner, owner of SellMyFDX and Q Companies, sharing practical tax strategies for business owners planning an exit. Kevin explains how a 537 Installment Sale Trust can defer taxes by routing sale proceeds through a trust, allowing sellers to reinvest more capital, create flexible income streams, and potentially improve deal terms for both buyers and sellers. He covers key concepts like installment notes, ordinary-income treatment of distributions, step-up in basis at death, and how the trust can support reinvestment, retirement income planning, and legacy goals. Kevin also outlines his firm’s investment approach focused on consistent income and risk management, plus options for structuring complex transactions and coordinating with CPA-led tax planning.• Learn more about route-based businesses: routeconsultant.com/learn• Register for a free event: routeconsultant.com/events• Contact our team: routeconsultant.com/contact