RCReports

RCReports

The Client Interview

The Income Approach & Interview

Last updated on 10 May, 2026

The Income Approach: AKA the independent investors requires only 4 inputs. Because of this the interview will open in your RCReports dashboard (there is no option to have your client input this data). To make gathering the required information as simple as possible you can download a paper version of the interview from the Resource Library located in the Tools tab and have your client fill it out.

Click Here to view a sample of an Income Approach Reasonable Compensation Report.

The Income Approach Interview

  • Select the client you wish to run a report for from the Clients tab, and then click New Report.

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  • Select the Report Purpose and click Next.
    NOTE: For more information on each purpose hover over the icon: Image

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  • Select Income Approach and click Next.

  • Select the Year and input the other required information and select Next.

  • Select the Target Return / Return on Equity / Reasonable Compensation you’d like to use and select Save to Client

  • The report is now saved and can be viewed in the Client’s profile by selecting View PDF under the Action icon.

      NOTE: You can Finalize the report any time before this. Click Here to learn how.

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