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.
About Kevin Brunner
Kevin’s entrepreneurial journey started at age 12, running a lawn-care business that quickly grew into managing crews and payroll before he could drive. By his 30s, Kevin had transitioned into trading options and futures, then became a financial advisor in 2004 after acquiring his advisor’s practice. A problem-solver at heart, he discovered innovative trust structures that allow business owners to defer taxes and preserve wealth during an exit. Since then, Kevin has built Q Companies into a trusted partner for entrepreneurs across industries, with a special focus on route-based businesses like FedEx contractors. His mission is to help business owners exit on their terms, maximize value, and secure long-term financial stability.
