The Complete Guide to Selling & Buying

One Move.
Two Transactions.
One Plan.

Selling your current home while buying the next one takes more coordination than a normal sale or purchase. We build the strategy around your finances, your timing, and whether you need to sell before you can buy.

Start Here

Which situation
sounds like you?

Pick the one that fits today. The guide will put your path first wherever the steps differ. You can change it at any time, and nothing else about the guide is hidden from you.

Your path: . Sections 03, 06, 07, and the plan near the end now lead with it.

Not sure which one you are? That's one of the first things we'll figure out together.

Contents

What's Inside.

This guide answers one question: how do I sell my current home and buy my next one without the timing becoming a mess? Tap any section to jump to it.

01Start With the Whole MoveThe six questions we answer before we list or write a single offer. 02Know Your NumbersHow your sale proceeds turn into your next-home strategy. 03Choose Your PathSell first or buy first, and what each order looks like. 04Prepare to SellWhat we evaluate before your current home goes live. 05Launch the HomeWhy the best offer on your home is not always the highest price. 06When Do We Start Looking?We launch your home while we search. Ideally a buyer first, then a contingent offer from strength. 07Your Offer on the Next HomeWhat the seller sees, and how a sale-dependent offer gets stronger. 08Two Transactions, One TimelineBoth escrows, side by side, and how we keep them in step. 09Inspections on Both HomesYou're a seller on one side and a buyer on the other. 10Appraisal & FinancingBoth homes may have an appraisal. Here's what each one affects. 11Closing & MovingThe questions every family asks about closing day and moving day. 12Your Game PlanFour numbers, then a timeline built around you.
01 · Start With the Whole Move

We Plan the Move
Before We Plan the Transactions.

Selling and buying at the same time is not really two separate decisions. Your sale price affects your buying power. Your closing date affects your next offer. The terms you accept on your current home can affect when and how you buy the next one.

Before we list or start writing offers, we build the full plan.

The questions we answer first
1Where are you moving?
2When would you ideally move?
3What is your current home worth?
4What will you likely net from the sale?
5What can you comfortably purchase?
6Do you need to sell before you buy?
Once we know those answers, the order becomes much clearer.
02 · Know Your Numbers

Your Sale and Purchase Numbers
Are Connected.

For many move-up buyers, the equity in the current home becomes part of the down payment or cash needed for the next purchase. That's why we look at both transactions together before making major decisions.

Current home
minus
minus
equals
ResultEstimated Proceeds$0
Next home
Estimated Proceeds carried from your sale$0
plus
plus
equals
ResultToward Your Next Home$0
Type your own numbers above and it adds up as you go. Nothing you enter leaves your phone. These are estimates: your payoff, your closing costs, and your loan terms all come from the lender, escrow, and the final contract. For the line-by-line version with Kern County taxes and fees, use the calculator below.
Open the Full Calculator
03 · Choose Your Path

There Are Two Ways
to Make the Move.

Neither one is better. One of them fits your finances and your timing, and that is the one we build around.

Showing your path first: . Change it

✓ Your pathThe other path
Path A
Sell First

You need your current home to sell before you can complete the purchase of the next one.

Prepare Home List Accept Offer Buy Next Home Coordinate Both Escrows Move

This does not mean waiting until your home closes. We launch your home while we search for the next one. Ideally your buyer comes first; if the next home comes first, the offer has to be compelling enough for the seller to accept while we find your buyer.

✓ Your pathThe other path
Path B
Buy First

You can purchase your next home without waiting for the current home to sell.

Get Approved Find Next Home Buy Move Sell Current Home

This usually gives you more flexibility on the purchase, but we still need to plan carrying costs, timing, possession, and when to launch your current home.

Which one are you? Your lender's answer and your comfort with carrying two payments decide it. That is a short conversation, and it comes before anything goes on the market.
04 · Prepare the Home You're Selling

Prepare
Before We Launch.

You are not obligated to renovate. But buyers do not pay top dollar for homes that feel tired, and when your next purchase depends on this sale, a strong first two weeks on the market matters even more. Before we launch, we walk through your home together and evaluate:

Condition. How the home shows today, room by room.
Repairs worth making. Peeling paint, leaky faucets, broken hinges. Small fixes that return more than they cost.
Repairs not worth making. A kitchen remodel or a new roof with years left rarely returns its cost.
Cleaning. Spotless before photos, not during. Photos catch every smudge.
Decluttering. Half the closets, clear countertops, personal photos packed. Buyers need to picture themselves there.
Staging. The kitchen, primary bedroom, and living room carry the listing.
Curb appeal. Mow, edge, trim, clear. Buyers decide before they reach the door.
Photography readiness. Lights on, blinds open, everything portable put away.
Pricing. Past sales, active competition, condition, and how fast the market is moving right now.
Want the full selling strategy?

Pricing, the launch system, showings, offers, and the seller's checklist. Everything about the sale side lives in the Seller Guide. It opens in a new tab, so your place here is saved.

Open the Seller Guide
05 · Launch the Home

We're Selling for More
Than Just Price.

When you're also buying another home, the best offer on your current home is not always simply the highest price. We read every offer against all six of these together.

01
Price

What are they offering?

02
Financing

How strong is the buyer?

03
Contingencies

What still has to happen before they are committed?

04
Closing Date

Does their timeline work with yours?

05
Possession

When do you actually need to move out?

06
Flexibility

How much room do we have if the next purchase needs time?

Key takeaway: Sometimes the right terms are worth more than a slightly higher price.
06 · When Do We Start Looking?

You Don't Have to Wait
Until Closing.

When the search starts depends on your path. Here is how each one usually goes.

Showing your path first: . Change it

✓ Your pathThe other path
If You Need to Sell First

We list and launch your home while we begin searching for your next one.

Ideally, we find a buyer for your home before you find the home you want to purchase. Having your home already under contract puts us in a much stronger position when making a contingent offer.

If we find your next home first, we can still make an offer, but we'll need to make it compelling enough for the seller to accept while we find a buyer for your home.

Why the order matters: a seller reading an offer that depends on your sale wants to see your home at least listed, and preferably already in escrow. Without either, most sellers wait you out or counter with a set number of days for you to find a buyer.

✓ Your pathThe other path
If You Can Buy First

We may begin your search immediately and decide when to launch your current home based on the purchase timeline.

There isn't one correct order for every family. We build the order around your situation.
07 · Making an Offer on the Next Home

Your Offer Has to Make Sense
to the Seller Too.

The seller of your next home reads your offer the same way we read offers on yours. Six things decide how it lands:

Price
Backed by recent sales
Financing
Pre-approval attached
Deposit
Your skin in the game
Contingencies
What still lets you walk away
Timeline
When you can close
Seller motivation
What they need most
✓ Applies to your path
If Your Purchase Depends on Your Sale

If you need your current home to sell before you can complete the next purchase, your offer may include a contingency related to that sale.

That does not automatically mean the seller will reject it. Our job is to position your current sale and your new offer as strongly as reasonably possible.

How a sale-dependent offer gets stronger
Home Not Yet Listed
Step 1 of 4 · More uncertainty
Home Listed
Step 2 of 4 · Stronger
Home Under Contract
Step 3 of 4 · Stronger still
Sale Contingencies Removed / Near Closing
Step 4 of 4 · Strongest position

Stronger is not the same as guaranteed. Every seller weighs their own options. On the lower rungs the offer has to be compelling enough for the seller to accept while we find your buyer; on the upper rungs the sale speaks for itself.

08 · Two Transactions, One Timeline

Two Escrows.
One Coordinated Timeline.

Once both offers are accepted, two clocks run at the same time. The steps look alike on each side, but you play a different role in each: seller on the left, buyer on the right.

Your Sale
You are the seller. Their buyer does the checking.
Offer Accepted
Escrow opens on your current home.
Buyer Inspections
Their inspector looks at your home.
Buyer Appraisal
Their lender confirms the value.
Buyer Financing
Their loan moves through underwriting.
Contingencies Removed
Their deposit is now at risk if they walk.
Signing
You sign the seller documents.
Sale Closes
Title transfers. Your proceeds are released.
Your Purchase
You are the buyer. You do the checking.
Offer Accepted
Escrow opens on your next home.
Your Inspections
You investigate the home you're buying.
Your Appraisal
Your lender confirms the value.
Loan Approval
Your loan moves through underwriting.
Contingencies Removed
Your deposit is now at risk if you walk.
Signing
You sign the loan and purchase documents.
Purchase Closes
Title transfers. The keys are yours.

When the purchase depends on the sale, delays on one side can affect the other. We monitor both transactions together and coordinate with the lender, escrow, agents, inspectors, and everyone involved.

You should never have to figure out which transaction needs attention next. That's our job.
09 · Inspections on Both Homes

You're a Seller on One Side
and a Buyer on the Other.

The Home You're Selling
Their Buyer Investigates Your Home

Their buyer may:

complete a general inspection
order specialized inspections
review disclosures
request repairs or credits
move forward as-is

We review any requests with you and negotiate them strategically.

The Home You're Buying
You Investigate Your Next Home

Your investigation period is your opportunity to learn as much as possible about the property before moving forward.

A general inspection is important, but it does not cover everything. If something matters to you or raises a concern, we help you bring in the appropriate professional.

Roof
HVAC
Plumbing
Electrical
Foundation
Sewer
Pool
Solar
Permits
Property boundaries
Insurance availability

If something matters to you, investigate it before removing your inspection contingency.

The buyer side in full: financing, showings, offers, the investigation period, and escrow step by step. Read the Full Buyer Guide (opens in a new tab).
10 · Appraisal & Financing

Both Homes
May Have an Appraisal.

Your Sale
Their Appraisal

If the buyer is financing your home, their lender usually orders an appraisal.

The appraisal can affect their loan and, depending on the contract, may lead to additional negotiations if the value comes in low.

Your Purchase
Your Appraisal

Your lender orders an appraisal on the home you're buying.

At the same time, your lender continues underwriting your income, assets, credit, and loan.

If your loan depends on proceeds from your current home, your lender will also track that sale.

11 · Closing & Moving

Closing Two Homes
Takes Planning.

The questions every family asks us, answered the way we answer them at the kitchen table.

1
Do both homes have to close on the same day?
Not always. The right timing depends on the contracts, financing, possession terms, and your move.
2
Do I have to move out the day my home sells?
Not necessarily. Possession is negotiated in the contract. Depending on the situation, there may be options that provide additional time after closing.
3
What if my purchase closes after my sale?
We plan for that before accepting an offer on your home whenever we can, so the options are known ahead of time.
4
What if my sale is delayed?
If your purchase depends on your sale, a delay can affect the purchase timeline. That is why both escrows need to be monitored together.
5
Can movers be scheduled ahead of time?
Yes, but avoid locking yourself into something difficult to change until the closing timeline becomes more certain.

The goal isn't just to close two escrows. It's to get your family from one home into the next with the fewest surprises possible.

12 · Your Game Plan

Every Move Starts
With Four Numbers.

01
What is your current home likely worth?
02
What will you likely net from the sale?
03
What can you comfortably purchase?
04
Do you need to sell before you buy?

Once we know those four things, we can build the timeline around you.

Build My Sell + Buy Plan

Opens our booking page. Pick "I'm Selling & Buying" and a real opening on our calendar.

Your Path

Pick a path
to see your likely order.

Choose the situation that fits and this section lays out the steps in the order they usually happen for that path.

Your current plan:
Sell First.

Not the right one? Change your path

Your likely order
1 · Determine sale value + estimated proceeds
2 · Get purchase financing updated
3 · Prepare current home
4 · Launch current home and begin the search
5 · Secure a strong buyer, ideally before the next home is found
6 · Write a contingent offer on the next home
7 · Coordinate both escrows
8 · Move + close
This is a starting strategy. Jonathan & Tanya will customize the final plan with you.

Your current plan:
Buy First.

Not the right one? Change your path

Your likely order
1 · Confirm financing
2 · Define next-home target
3 · Find and purchase next home
4 · Coordinate move
5 · Prepare current home
6 · Launch sale
7 · Close current home
This is a starting strategy. Jonathan & Tanya will customize the final plan with you.