Where Experience, Relationships & Strategic Capital Converge.
TriCoastal Partners brings together decades of business experience, established professional relationships, and innovative financial strategies to help clients navigate important financial decisions, preserve eligible capital, and explore new opportunities for long-term growth.
Built for those with capital at stake.
Wherever a major transaction or appreciated asset is involved, the right structure can change what you keep.
Business owners
Defer 100% of the capital gains tax on the sale of your company. Keep the full pre-tax proceeds working for your next venture, investments, or family.
Private equity
Defer 100% of the capital gains tax on exits and carried interest. More of the realized gain stays invested for the GP and the fund, instead of going to taxes.
Venture capital
Defer 100% of the capital gains tax on carried interest and appreciated positions. Turn concentrated holdings into liquidity without giving up a large share at the moment of sale.
RIAs & financial advisors
Defer 100% of the capital gains tax for your clients. Capital that would have gone to the IRS stays invested and under your management, growing AUM significantly and organically from the clients you already serve, with no new client acquisition required.
Real estate investors
Defer 100% of the capital gains tax on the sale of investment property. Reinvest at a new, full cost basis and reset your depreciation schedule, with no 1031 deadlines and no like-kind replacement required.
Family offices
Defer 100% of the capital gains tax across business, real estate, and investment holdings. Preserve multigenerational capital and keep it compounding for the next generation.
Employers
Defer 100% of the capital gains tax on a business sale, plus lower payroll taxes today. The Tri-C benefits program reduces employer payroll tax and raises employee take-home pay.
The return you keep is the return that compounds.
Tax alpha is the value you keep when you defer 100% of the capital gains tax on the sale of a highly appreciated asset, instead of paying it up front.
Selling a business, real estate, or another appreciated asset can trigger a large capital gains tax. Deferring that tax keeps your full proceeds working for you. TriCoastal connects you with the expertise to evaluate whether a deferral strategy fits your transaction.
Explore Your Tax Alpha- Step 1
Preserve
Before you sell a highly appreciated asset, evaluate a structure designed to defer 100% of the capital gains tax on the sale.
- Step 2
Structure
Our tax strategists, tax attorneys, and wealth attorneys work together to put the structure in place before the transaction closes.
- Step 3
Redeploy
Keep the full pre-tax proceeds working in business expansion, new investments, and long-term wealth objectives.
Selling a highly appreciated asset?
Through the TRI-C Tax Strategy, clients can evaluate a structured sale designed to defer 100% of the capital gains tax and keep all of their pre-tax capital working.
Our approach is built on proprietary, trade-secret strategies developed and refined over decades, shared in detail only through confidential, one-on-one conversations.
Selling investment real estate? The strategy offers an alternative to a Section 1031 exchange, with no 45/180-day deadlines and no like-kind replacement requirement.
Realizing carried interest? PE and VC fund principals may defer 100% of the capital gains tax on a carried interest realization and establish predictable distributions across fund vintages.
How the strategy worksPotentially eligible assets include
Commercial real estate
Private operating businesses
Public stocks & equities
Cryptocurrency
Fine art & collectibles
Private debt
TriCoastal Partners does not provide tax or legal advice. Planning strategies are evaluated with qualified, independent tax and legal professionals, and results depend on individual circumstances.
The specialists behind every structure.
Every engagement is supported by a dedicated team of tax strategists, tax attorneys, and wealth attorneys who work together, so the planning, the legal structure, and your long-term wealth goals are aligned from the start.
Tax strategists
Model the transaction, quantify the deferral, and design a strategy around your specific asset, timeline, and objectives.
Tax attorneys
Review and document each structure for compliance with the tax code, so the strategy is defensible and properly executed.
Wealth attorneys
Align the strategy with your estate, trust, and succession planning so deferred capital is protected for the next generation.
The Tri-C Next-Generation Benefits Strategy
A technology-enabled supplemental Section 125 program that works alongside existing coverage, may reduce employer payroll taxes, and may increase employee take-home pay, with less administrative friction for HR.
See how it worksIllustration for an employer with 500 enrolled employees
- Potential employer savings
- $286,800
- Potential employee pay impact
- $667,680
- Potential valuation boost (10x EBITDA)
- $2,868,000
Annual illustration; not guaranteed. Results vary by enrollment, compensation, plan terms, and applicable law.
Three careers. One shared foundation.
TriCoastal Partners was formed through the collaboration of three professionals who have spent their careers building successful businesses, financial relationships, and strategic partnerships across complementary industries.
We've brought together established professional relationships and specialized third-party resources to help businesses and individuals evaluate opportunities that traditional advisory relationships may not always identify.
- Financial services
- Capital investment
- Business ownership
- Employee benefits
- Entrepreneurship
- Business development
- Strategic capital deployment
Preserved capital can become a powerful resource.
We believe capital that can be legally preserved through effective planning may become a powerful resource for business expansion, investment, wealth development, and long-term financial objectives.
Strategic tax planning
Identifying planning opportunities that may be overlooked within a single advisory discipline.
Capital preservation
Helping protect eligible capital through thoughtful, legally sound planning.
Tax-efficient structuring
Evaluating structures that align transactions and ownership with long-term objectives.
Capital redeployment
Exploring how retained capital can fuel future business and investment opportunities.
Our value comes from connecting the right relationships, expertise, and strategies at the right time.
The strength of TriCoastal isn't a single strategy. It's the three of us.
Ray Spoljaric
Strategic Growth, Capital Strategy & Venture Leadership
As a Partner at TriCoastal since 2023, Ray helps identify, develop, and implement TriCoastal’s business opportunities and strategic partnerships, drawing on his experience in capital raising, deal structuring, and guiding founders and business owners through major transactions.
Billy Gould
Business Leadership & Strategic Development
Leads relationship development, identifies opportunities, builds strategic partnerships, and connects clients with specialized resources.
Ted Duff
Strategic Development & Relationship Management
Drives strategic development, manages key relationships, and identifies sophisticated business opportunities.
Three distinct professional backgrounds, complementary relationships, and one shared vision.
Your next opportunity begins with a conversation.
Whether you're evaluating a business transaction, exploring tax-efficient capital strategies, or seeking innovative solutions for your organization, TriCoastal Partners can help connect you with the expertise and resources to evaluate your next opportunity.