Step 1: Evaluate the Current Home’s Value

The process begins before the search for the next home starts:

• Detailed comparable market analysis
• Pricing strategy based on current buyer demand
• Condition review — what affects value, what doesn’t
• Targeted upgrade recommendations with realistic ROI
• Estimated net sheets so the move-up budget is grounded in reality

Step 2: Build a Realistic Buying Timeline

The sequencing decisions at this stage determine whether the transition is smooth or stressful:

• Financing options: bridge loan, contingency offer, or sell-first financing
• Aligning sale and purchase close dates
• Temporary housing planning if a gap is likely
• Contingency strategy — whether to require a home sale contingency on the purchase side
• Offer timing relative to the listing of the current home

The plan is built around the preferred move date, not around what’s convenient for the transaction.

Step 4: Navigate the Buy-Sell Coordination

This is where most move-up transactions go sideways without experienced coordination:

• Showing schedules on both the current home and target properties
• Contract deadline management on both sides simultaneously
• Negotiation timing — when to push, when to hold
• Closing coordination so both transactions land on compatible dates
• Inspection and appraisal timing relative to both contracts

Step 5: Closing & Move Management

• Smooth closing logistics coordinated between both title companies
• Minimizing the gap or overlap between the sale close and purchase close
• Seamless move-in timeline that works for movers, keys, and utilities
• Clear communication with all parties so nothing is missed in the final days

For Wellington market data: Wellington Market Report · NAR Research & Statistics