Your Move. Expertly Coordinated.
Personalized guidance, thoughtful planning, and proactive risk management for buying, selling, or doing both.
One Standard of Care.
Three Ways to Work Together.
Choose the Private Client Concierge Program that fits your move.
Selling & Buying
Two specialists coordinating your sale and purchase through one personalized move plan.
- Shared strategy for both transactions
- Timing and financial dependencies considered together
- Risk planning and fallback options
Selling Your Home
A thoughtful preparation plan, strategic launch, and expert guidance through closing.
- See our proposed strategy before hiring us
- TBG Listing Launch and Buyer Universe outreach
- Offer evaluation and closing coordination
Buying Your Home
A personalized buying plan, informed decisions, and a team guiding the details.
- Neighborhood discovery and a tailored search
- Property evaluation and offer strategy
- Inspection guidance and closing coordination
Personal Attention.
Purposeful Execution.
You should know what you're deciding, why it matters, and who is handling the next step.
Our programs connect the advice you receive to practical tools and a team responsible for carrying the plan forward.
Personalized Planning
Your goals, finances, timing, and priorities shape the approach.
Practical Decision Tools
Preparation plans, proceeds scenarios, scorecards, and offer comparisons make your options clearer.
Proactive Risk Management
We identify foreseeable concerns, explain trade-offs, and help prepare alternatives.
Coordinated Execution
Defined responsibilities and communication connect the people and steps involved.
See What Goes Into Your Move.
Explore the thinking, tools, and coordination behind our Private Client Concierge Programs.
Your Home Has a Buyer Universe.
Our launch strategy considers active and passive buyers, both inside and outside our network. We connect presentation, distribution, outreach, and follow-up to reach those audiences.
Automated showing scheduling and agent follow-up help turn interest into opportunities to see your home.
Explore the Buyer Universe →Four audiences considered in your launch strategy.
Illustrative preview. Contents are tailored to your service and situation.
Guidance You Can See and Use.
Your playbook keeps the plan, resources, and decision tools organized as your move progresses.
Sellers receive preparation priorities, pricing guidance, and proceeds scenarios. Buyers receive neighborhood discovery tools, property scorecards, and offer planning worksheets.
Your service page shows the full collection and when each resource enters the process.
Explore the Seller Tools →Explore the Buyer Tools →
Your Sale and Purchase Belong in the Same Conversation.
Sale proceeds affect your purchase options. Your home search affects your listing timeline. Closing and possession terms affect the entire move.
Dave and Matt work from one shared plan, considering those dependencies together and preparing alternatives as circumstances change.
Explore the Coordinated Approach →Two Specialties.
One Shared Plan.
We develop the plan with you. When you're selling and buying, shared communication keeps both specialists working toward the same goals.
After closing, we remain a resource for vendor connections and homeownership questions.
Dave
Preparation, pricing, marketing strategy, offer evaluation, and seller negotiations.
Matt
Buying strategy, neighborhood discovery, property evaluation, and purchase negotiations.
Let's Talk About Your Move.
Share your situation, goals, and timing. We'll help identify the service that fits and explain the next steps.
Schedule Your Discovery Call