Transaction Management

After receiving an offer, the subsequent negotiation phase becomes paramount. With our adept negotiation skills, you can trust us to expertly represent your interests, ensuring the most favorable outcome for you throughout the negotiation process. Jason brings over 20 years of experience as an attorney and over 10 years as a licensed contractor. As the Owner and President of The Oppenheim Group, he possesses the legal acumen and expertise to advocate for sellers, maximizing their financial interests not only in terms of price but also through strategic negotiation of terms. He excels in managing multiple offer situations, having successfully navigated dozens of such scenarios. Jason is also adept at negotiating credits and is proficient in analyzing inspection reports and associated costs, ensuring sellers' financial interests are safeguarded during the inspection period.

We have a proven track record of success and extensive experience in managing Multiple Offer Situations. In these scenarios where you receive multiple offers for your property, we excel in strategically responding to secure the highest price offer with the best terms for you. Handling multiple offers involves complex negotiations to encourage buyers to submit their best and final offers, knowing they are competing with others. Our strategic approach ensures that you maximize the value of your property while navigating these intricate situations with ease

After effectively marketing your property and receiving offers, the subsequent negotiation phase becomes paramount. With our adept negotiation skills, you can trust us to expertly represent your interests, ensuring the most favorable outcome for you throughout the negotiation process. We will make sure to explain and answer any questions you might have on the terms and conditions of a purchase agreement, including offered price, initial deposit amount, closing date, inspection contingency period, appraisal contingency period, loan contingency period, responsibility of city and county transfer taxes, responsibility of escrow and title fees, included/excluded furniture and appliances, etc., and (if necessary) counter any unwanted or unfavorable terms. We will vociferously advocate for your interests.

We maintain close relationships with several top-tier staging companies and will guide you in selecting the perfect fit for your home. We provide multiple bids and recommend specific stagers based on your home's unique style, whether it's contemporary, mid-century, Spanish, or another style. Staging has the power to transform a property, helping buyers envision themselves living in the space. It can significantly enhance the presentation of your home, showcasing it in its best light with furniture and decor curated to appeal to your specific buyer demographic.

Please note that staging is a seller's expense. We offer the exclusive opportunity to collaborate with high-end art staging companies that boast an extensive inventory of both established and emerging artists. The artwork selected will be meticulously curated to complement and enhance the aesthetic of your home, providing an elevated and sophisticated ambiance throughout.

Should the inspections reveal any issues necessitating repairs or credits, we will assist in negotiating on your behalf. After the buyer completes their inspections, they may ask you to handle certain repairs or issue a credit, in which they will do the work after the close of escrow. We'll provide you with our recommended strategy, outlining the advantages and drawbacks of a credit vs. repairs, ensuring you're informed every step of the way. We can review inspection reports and bids with you, get secondary bids if necessary, and opine on what is a necessary repair versus an upgrade. We will unwaveringly negotiate in your best interest to make sure you are protected.

We will meticulously oversee the entire escrow process to ensure a smooth and timely closing. This involves ensuring the prompt receipt of the earnest money deposit, timely removal of contingencies, and preparing a notice to perform if necessary. We will ensure escrow immediately orders any required city reports, such as the 9A, and expedite the provision of HOA documents when applicable.

Additionally, we'll monitor the transition of the buyer's deposit to nonrefundable status, coordinate the removal of staging and other items, and maintain communication with the buyer's lender and agent to ensure loan funding and closing remain on track. Moreover, we'll facilitate the signing and notarization of any essential title or loan documents, track buyer ownership entity information, and ensure all necessary documentation is in order for entities, trusts, or LLCs. Our proactive approach throughout the escrow process guarantees that all essential steps are taken to achieve a successful and timely closing.

We will meticulously oversee the entire escrow process to ensure a smooth and timely closing. This involves ensuring the prompt receipt of the earnest money deposit, timely removal of contingencies, and preparing a notice to perform if necessary. We will ensure escrow immediately orders any required city reports, such as the 9A, and expedite the provision of HOA documents when applicable.

Additionally, we'll monitor the transition of the buyer's deposit to nonrefundable status, coordinate the removal of staging and other items, and maintain communication with the buyer's lender and agent to ensure loan funding and closing remain on track. Moreover, we'll facilitate the signing and notarization of any essential title or loan documents, track buyer ownership entity information, and ensure all necessary documentation is in order for entities, trusts, or LLCs. Our proactive approach throughout the escrow process guarantees that all essential steps are taken to achieve a successful and timely closing.

Buyers are entitled to a final walkthrough to verify the condition of the property and fill out a Verification of Property (VP) form, ensuring any changes since the contract execution date are documented, as well as any necessary repairs to the property are completed. We'll be there to assist and coordinate this process, ensuring the buyer has access to the property and that any questions are answered. Additionally, we will discuss and address any issues related to changes in the property's condition with you, ensuring transparency and resolution as needed.

We have specialized contacts with expertise in taxation and real estate law who can provide guidance and answers to even the most complex tax questions. They can assist with matters such as 1031 Exchanges, Reverse 1031 Exchanges, Proposition 13, Proposition 19, Property Tax Basis and Improvements, ownership and title issues, setting up LLCs, probate, divorce, and complicated capital structures. They can also help with questions regarding disclosure issues related to the property, HOA, and CC&R restrictions, building and development issues, tenant and eviction matters, easements, and survey issues.

Where appropriate and upon request, we can provide non-disclosure and confidentiality agreements to protect your privacy and sensitive information. Your privacy is paramount, and we can keep all your information confidential, even after our work together is done. With our catalog of NDAs, releases of liability, and confidentiality agreements, we are able to safeguard our clients’ names along with the privacy of their assets and offer terms for the property.

If you are selling your investment property and considering a 1031 Exchange to defer capital gains taxes by reinvesting in a like-kind property, we can provide information and guidance on this process, as well as recommend a 1031 Exchange Intermediary. If you are selling your primary residence, we can help you understand the potential capital gains tax implications upon sale, including any exemptions that you may qualify for. We can also help you consider the timing of your sale to optimize tax benefits, such as selling in a year where you showed lower income in order to reduce the capital gains tax rate. Furthermore, we can help advise on potential tax deductions related to the sale, such as expenses made for home improvements. If you need assistance with gathering and organizing the necessary documentation for tax purposes, we can coordinate with escrow to get you the necessary closing statements and also provide any receipts for home improvements made during the listing process. We are here to be a valuable resource in helping you navigate the tax considerations when selling your home, ensuring you make informed decisions that align with your financial goals. We can also refer dedicated Tax Professionals to you who will provide even more specialized advice on tax matters related to your home sale.

We can offer assistance in trust and probate sales, explaining the unique process and its differences from a regular sale with respect to the legal requirements and timelines, determining the property's fair market value, and providing guidance on preparing it for sale. Trust and probate sales may have different disclosure requirements compared to a standard sale, particularly regarding the property's condition and any known defects. The process of selling a property in a trust or probate sale may involve additional steps or paperwork, including obtaining court approval for the sale, notifying creditors and beneficiaries, and addressing any claims against the estate. We take a comprehensive and detailed approach to these kinds of sales, tailoring a unique and effective marketing strategy to get your property sold despite additional nuances.