Free two-page worksheet · No email required

Your sell-and-buy move worksheet

Compare selling first, buying first and coordinating closings. Map the cash, contingencies and possession dates before choosing a route.

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A plan you can bring to the conversation.

A two-page worksheet to compare your move options and avoid a gap in your plan. No email required.

Step 1

My constraints

  • Target move date and backup date
  • Need sale proceeds for purchase?
  • Maximum overlap budget and temporary housing option

Step 2

Compare sequences

  • Sell first: temporary housing and storage cost
  • Buy first: lender review and carrying costs
  • Coordinate: contingencies and fallback if either side delays

Step 3

Cash and contracts

  • Estimated net sale proceeds and assumptions
  • Next purchase's upfront/closing funds
  • Sale and purchase deadlines with responsible people

Step 4

Move logistics

  • Possession terms for both homes
  • Keys, insurance, utilities and movers
  • Decision date for switching to the backup plan

Read the full guide before filling it out →

Prepared by Jason Aussem · October 5, 2026

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