Certified Public Accountant (Licensed in California), American Institute of Certified Public Accountants

Bachelor of Arts, Accounting from California State University, Fullerton

Jagesh is the founder and managing director of Helios Consulting, Inc.  He has over 25 years of experience providing valuation and financial advisory services to firms in a wide variety of industries. His diverse financial advisory experience includes valuation studies of businesses, private equity investments, intellectual property, intangible and tangible (financial) assets for a variety of purposes, including financial reporting (ASC 820, 805, 350, 360, 718, and 852), tax reporting (trust and estate tax planning, IRC 409A, IRC 170, tax restructuring, IRC 280G), mergers and acquisition planning and support, litigation support, and strategic corporate planning. He has also provided consulting services to clients related to financial modeling and analytics. While leading RSM’s West Region valuation services practice, Jagesh led the review effort for hundreds of third-party valuations for the firm’s audit clientele.

Past and current clients range in size from private, early-stage companies to publicly-traded Fortune 500 companies operating domestically and internationally, as well as venture capital and private equity firms. His industry experience spans the following industries: consumer and industrial products, financial services, agriculture, business and professional services, healthcare, media and entertainment, software, and technology. Jagesh has specialized experience within the insurance industry having provided valuations for many of the largest public and private health and property and casualty carriers. Jagesh has been involved in financial reporting matters for company and transaction values ranging from $1 million to over $50 billion.

Prior to establishing Helios, Jagesh was the West Region Practice Leader and the National Insurance Valuation Leader for RSM’s Valuation Services practice. Prior to RSM US LLP, Jagesh held leadership positions at Duff & Phelps’ Valuation Advisory Services, Standard & Poor’s Corporate Value Consulting, and PwC in Los Angeles.