Private Party Transactions, Family Transactions, and For Sale By Owner Assistance

We facilitate private party and family real estate transactions on a flat-fee basis depending on the work performed, not the value of the home.

We are experts in California intra-family transactions, family gifting and family sales of real estate, utilizing all aspects of Propositions 13, 58 and 193 to ensure the lowest tax consequence possible. Review our in-depth article on family transactions here.

We love assisting in the sale of real estate.  Many clients approach our office because they already have someone to purchase their home – family, friends, neighbors, tenants, etc. – they do not need or want a traditional REALTOR® or commission-based expenses.

We can facilitate all aspects of a family sale, gift or hybrid of the two, a private party sale and for sale by owner transactions.

We prepare the purchase agreement, seller disclosures, and all required documentation and can even record title. If applicable, we coordinate inspections, appraisals, due diligence, termite and/or other repairs. If a loan is involved, we work with the lender and a third-party title company (that the lender will require) and coordinate all aspects of the same to ensure a seamless transaction.

TO BEGIN THE PROCESS, our preference is an initial consultation with the key parties to discuss the transaction, review potential tax considerations and an overall plan for the transaction.  Most matters can be fully facilitated thereafter with a flat-fee arrangement (that varies slightly based on time-consumption factors, such as if a loan or homeowners association are involved).

To discuss your private party or family real estate transaction, contact our office. If you are ready to proceed with a consultation, you can book directly by clicking here.


Schedule an appointment by clicking here

Family Transactions discussed in depth here