How 8 & 9-Figure Business Owners Keep More Profit and Pay Less in Taxes with Bryce Keffeler

Dec 9, 2025

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Bryce Keffeler brings a rare combination of deep financial expertise, entrepreneurial insight, and a proven track record of helping high-growth businesses scale and stay wealthy. I’m thrilled to welcome Bryce Keffeler, Managing Partner at Dew Wealth Management — a firm that’s not only been named a Great Place to Work, but has also made the Inc. 5000 list four years in a row. Bryce specializes in helping business owners grow, manage, and protect their wealth using family office-level strategies — think M&A, investment consulting, and financial structures designed for 10x growth. Before Dew, he worked in corporate M&A at Intel and has since become a serial problem-solver for founders navigating complex exits or aggressive scaling.

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> Here’s a glimpse of what you would learn….

Financial strategies for e-commerce business owners
Business structuring options (LLC vs. S corp vs. C corp)
Tax minimization techniques and their implications
Importance of defining business goals (sell vs. cash flow)
Challenges in cash conversion cycles for inventory-heavy businesses
Development of a model P&L for financial decision-making
Impact of advertising costs on profitability and business valuation
Exit planning and factors influencing business valuation
Importance of working with fiduciary financial advisors
Advanced tax strategies for entrepreneurs, including R&D tax credits and IC-DISC

In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley interviews Bryce Keffeler, managing partner at Dew Wealth Management. They discuss essential financial strategies for e-commerce entrepreneurs, including business structuring for tax efficiency, balancing profitability versus growth, and advanced tax-saving tactics. Bryce shares insights on preparing for business exits, optimizing cash flow, and the importance of working with fiduciary advisors. The episode also highlights practical tools, recommended resources, and Bryce’s new book, offering actionable advice for entrepreneurs aiming to build, protect, and maximize their wealth.

Here are the 3 action items that Josh identified from this episode:

Define Your Endgame Early
Decide if you’re building to sell or to cash flow—this choice drives every decision from business structure to tax strategy. Align your CPA and wealth advisor around that goal now.
Build a Model P&L and Track It Quarterly
Set target percentages for COGS, ad spend, SG&A, and profit margins (aim for 15%+). Review quarterly and make cuts or optimizations when you miss targets.
Assemble a Proactive Wealth Team
Work only with fiduciary advisors and tax strategists who plan ahead, not just file returns. Ask: “Are you a fiduciary at all times?” before hiring anyone.

Resources mentioned in this episode:

Josh Hadley on LinkedIn
eComm Breakthrough Consulting
eComm Breakthrough Podcast
Email Josh Hadley: Josh@eCommBreakthrough.com
Dew Wealth Management
Inc 5000
Comet Web Browser (by Perplexity)
Perplexity
Michael Gerber - Author of 'The E-Myth'
Brandon Young
Radical Candor by Kim Scott
ChatGPT
Alex Hormozi

Special Mention(s):

Related Episode(s):

Episode Sponsor

This episode is brought to you by eComm Breakthrough Consulting where I help seven-figure e-commerce owners grow to eight figures.

I started Hadley Designs in 2015 and grew it to an eight-figure brand in seven years.

I made mistakes along the way that made the path to eight figures longer. At times I doubted whether our business could even survive and become a real brand. I wish I would have had a guide to help me grow faster and avoid the stumbling blocks.

If you’ve hit a plateau and want to know the next steps to take your business to the next level, then go to www.EcommBreakthrough.com (that’s Ecomm with two M’s) to learn more.

Transcript Area

Bryce Keffeler 00:00:00 What's our goal with this business? I know, Josh, you and I were kind of just talking about this. Are we building this business to sell, or are we building this business to harvest cash flow and building our personal, balancing our wealth from the profits that it made? So I think that's the first critical determination that needs to be made. And it needs to be made off of, like, what are we actually trying to do here? Because that's going to change the entire structuring of the business. And so specifically what I'm talking about there is that most business owners, most of the common business owners start as an LLC. And then generally they make the S Corp election because making the S Corp election allows you to essentially pay yourself a W-2 income, and then you don't have to pay self-employment taxes on all of your profit, so you're saving up to 15.3%, which is your self-employment tax. So that's really smart. In order to minimize self-employment taxes, if you are dependent and want to really cashflow your business personally.

Bryce Keffeler 00:00:49 But if you're really building your business to sell, you may actually want to.

Intro 00:00:52 Welcome to the Ecomm Breakthrough Podcast. Are you ready to unlock the full potential and growth in your business. You've already crossed seven figures in sales, but the challenge is knowing how to take your business to the next level.

Josh Hadley 00:01:06 Are you tired of making millions in revenue on Amazon, but looking at your bank account and wondering why you don't have any money left in the bank? This isn't just about making money online. It's about creating a financial strategy that could set you up for life. And today's guest kn...