Coldwell Banker
The Bruen Team
Ryan J. Bruen, CPA

Equity Transition

The Move-Up
Standard.

Strategic acquisition and liquidation services for families ready for more space. Synchronize your move with CPA-led analysis and 70 years of community heritage.

Distinguished Residence for Upsizing
Moving Up

Fiduciary Oversight
For Your Next Chapter.

Moving to a larger home in a competitive landscape requires a dual-track strategy. You aren't just selling a house; you are reinvesting significant capital into your family's future. As a CPA and Realtor, I ensure the math behind your move is as solid as the property itself.

We navigate the complexities of concurrent closings, bridge financing, and capital gains implications so you can focus on the lifestyle expansion you've earned.

Timing

Synchronized Closings

Tax

Basis Optimization

Comprehensive Analysis

The Move-Up Planner

1 Current Home (Sale)

$
$
$
$

2 Future Home (Buy)

$
$

Liquidity Analysis

Estimated Sale Proceeds (After Tax)
$0

Available cash extracted from your current asset.

Total Buying Power (Liquid)
$0

Net Sale Proceeds + Cash Savings

Cash to Close (20% Goal + Costs) $0
Calculating... Need $0 more

*CPA-Verified logic based on standard NJ acquisition tables. Mansion Tax and NJ RTF logic based on July 2025 seller-paid tiered schedules.

Move-Up Intelligence

Should I sell before buying?

In a low-inventory market, purchase offers contingent on a sale are often unsuccessful. We specialize in bridge financing and recast strategies that allow you to make non-contingent offers using existing equity before your current home is sold.

How do we handle the "Step-Up"?

We synchronize the closings to minimize transitional stress. Our team manages the professional preparation of your current home so it hits the market with maximum momentum the moment your new home is secured.

Initiate Your
Move-Up.

The Bruen Team specializes in high-stakes residential transitions. We are prepared to manage your move with 70 years of local expertise and modern, CPA-led precision.

(973) 294-8887

ryan@bruenrealestate.com

Call Text