
BARRY RICE
With a passion for precision and a commitment to crafting tailored financial strategies, my team and I focus on guiding high net worth individuals and business owners towards their wealth objectives.
As a Certified Exit Planning Advisor® (CEPA®) professional & Financial Advisor at Edward Jones, I help business owners build value, assess risk, and prepare for a successful transition. Whether you're planning to sell, transition, or scale, I provide strategic financial guidance to help align your business goals with your personal wealth objectives.
How I help:
*Exit and succession Planning - Maximus business value and ensure a smooth transition
*401(k) & retirement strategies - Securing your financial future
*Estate & Legacy Strategies - Protect your wealth for generations
If you're a business owner or executive thinking about long-term financial strategies, let's connect. Message me here on LinkedIn or email me at barry.rice@edwardjones.com.
About me:
A Cleveland native and graduate of St. Ignatius High School, I had a special opportunity to further my education and soccer career at the University of Kentucky where I graduated with a degree in economics and was a two-time All-American soccer player. After a brief opportunity to play professional soccer with DC United in Major League Soccer, I started my career with Edward Jones in 2014 where I have been serving clients since.
With a passion for precision and a commitment to crafting tailored financial strategies, my team and I focus on guiding high net worth individuals and business owners towards their wealth objectives.
As a Certified Exit Planning Advisor® (CEPA®) professional & Financial Advisor at Edward Jones, I help business owners build value, assess risk, and prepare for a successful transition. Whether you're planning to sell, transition, or scale, I provide strategic financial guidance to help align your business goals with your personal wealth objectives.
How I help:
*Exit and succession Planning - Maximus business value and ensure a smooth transition
*401(k) & retirement strategies - Securing your financial future
*Estate & Legacy Strategies - Protect your wealth for generations
If you're a business owner or executive thinking about long-term financial strategies, let's connect. Message me here on LinkedIn or email me at barry.rice@edwardjones.com.
About me:
A Cleveland native and graduate of St. Ignatius High School, I had a special opportunity to further my education and soccer career at the University of Kentucky where I graduated with a degree in economics and was a two-time All-American soccer player. After a brief opportunity to play professional soccer with DC United in Major League Soccer, I started my career with Edward Jones in 2014 where I have been serving clients since.
As a Certified Exit Planning Advisor (CEPA) with Edward Jones, I specialize in helping business owners build, protect, and maximize the value of their business in preparation for a successful exit. Whether planning for succession, a sale, or transition, I guide owners through a strategic process based on the core principles of exit planning: maximizing business value, minimizing risk, and aligning personal and financial goals.
By taking a proactive, value-driven approach, I help business owners plan with clarity and confidence, ensuring they are fully prepared for the next phase—on their terms.
Let’s start the conversation about your exit strategy today.
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- Website:
https://www.edwardjones.com/us-en/financial-advisor/barry-rice - Phone: 440-892-3710
- City: Westlake
- State: Ohio
- Postal Code: 44145
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
BARRY RICE

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
