This week on Industry Insights with Route Consultant, we focus on business exits and how to prepare long before a sale to maximize value and make the business transferable. Josh is joined by Steve Alverson and Austin Coley of McCall Wealth Advisors, who explain how they help owners plan through and beyond a sale by first clarifying personal goals and the “why” behind the business. They discuss why exit planning should start early, how buyers pay for future cash flow, and common value killers like taxes, fees, unrealistic expectations, and debt. 

This week on Industry Insights with Route Consultant, we focus on business exits and how to prepare long before a sale to maximize value and make the business transferable. Josh is joined by Steve Alverson and Austin Coley of McCall Wealth Advisors, who explain how they help owners plan through and beyond a sale by first clarifying personal goals and the “why” behind the business. They discuss why exit planning should start early, how buyers pay for future cash flow, and common value killers like taxes, fees, unrealistic expectations, and debt. 

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.

This week, we sit down with Kevin Brunner, founder and owner of Q Companies, to explore essential financial strategies for business mergers, acquisitions, and tax planning. Kevin shares his journey from mowing lawns and trading penny stocks to becoming a financial advisor with a proven track record. Learn about the importance of early exit planning, proven financial strategies, and how Q Companies helps business owners achieve tax-efficient exits. Join us for insightful discussions on maximizing your business value and planning for a secure financial future.