Up to 33% More Income!

537 Installment Sale Trust

See How a 537 IST can Change Your Life

Step 1 of 2:

Get a Free, Custom 537 IST Report for Your Business

SellMyBusinessNow Revenue Estimator

Step 2 of 2:

Get a Free, Custom 537 IST Report for Your Business Sale

Or Meet with Us with Your Questions

What is a 537Installment 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

How does a 537 Installment Sale Trust Work?

3 Simple Steps

Step 1

The buyer and seller agree to terms and conditions, which then opens to escrow

Step 2

Once in escrow, the business or property is transferred from the seller to the 537 IST

Step 3

At the close of escrow, the buyer pays the trust for the business or property assets and the asset is then transferred to the buyer.

Now, proceeds for the transactions are in the trust and are β€œtax-deferred.”

Our Team

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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.

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Trevor LaParl

537 IST Advisor

His journey in the professional world has seen him lead multiple teams in devising marketing strategies aimed at bolstering the social media presence of various companies, subsequently driving an increase in their sales. Trevor's association with CommQuality is not just professional; it's personal. He joined the company alongside Nate, a close friend and former classmate, and together, they envision transforming CommQuality into a leading marketing agency that enhances competitive advantages for Commercial Brokers and Financial Advisors.

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Craig Redler

Trustee

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.

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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.