Should We Merge? Part 2: A Merger Case Study with Sasso Guerrero & Henderlite | Ep. 169

This episode continues our two-part series on the law firm merger decision. In Part 1, Steve and Daniel explored how to determine whether merging is the right move. In Part 2, the focus turns to execution and what actually makes a law firm merger succeed. On this episode of Great Practice, Great Life, Steve Riley is joined by Molly Sasso, Christie Guerrero, Jay Henderlite, and Atticus Practice Advisor Daniel Struna for a candid breakdown of a successful law firm merger in action. Using their Jacksonville-based family law firm as a case study, they walk through the deliberate process that transformed three solo practices into a unified 25-person firm led by three board-certified partners. The conversation centers on the execution details most law firm mergers overlook. The group explains how a year-long pre-announcement period, guided by structured conversations and predetermined questions, created clarity and trust before anything became official. They share how they navigated a retiring partner's evolving exit timeline, designed C-suite leadership roles aligned with each partner's strengths, and built compensation structures that properly credited non-billable leadership work. They also address power dynamics early, including how two long-standing partners intentionally integrated a third without creating an outsider dynamic. Operationally, the episode highlights the systems and behaviors that supported the merger long term, including their "don't make me care" empowerment philosophy, processing emotional reactions with a practice advisor before taking action, and using multiple partner retreats to resolve compensation, workload, and decision-making expectations transparently. A recurring theme is that the preparation required for a law firm merger often strengthens a firm even if the deal never closes. This episode is essential listening for firm owners considering a law firm merger or scaling with intention. It shows that successful mergers are not about speed or chemistry alone, but about alignment, structure, and doing the work before problems arise. In this episode, you will hear: Real-world case study on merging two family law practices into one scalable firm Defining executive leadership roles to speed decisions and reduce friction Timeline and strategy from early merger talks to public launch Leading two teams through cultural and operational integration Aligning partner compensation to reward leadership beyond billable hours Building a firm culture that empowers staff while maintaining accountability Why having a practice advisor was critical to merger success Subscribe & Review Never miss an episode. Subscribe on Apple Podcasts, Spotify, or YouTube. ⭐Like what you hear? A quick review helps more people find the show.⭐ If there's a topic you would like us to cover on an upcoming episode, please email us at [e-mail]. Supporting Resources: Sasso Guerrero & Henderlite https://familylawyerjax.com/Molly Sasso https://familylawyerjax.com/attorneys/about-mollysasso/Christie Guerrero https://familylawyerjax.com/attorneys/about-christie-guerrero/Jay Henderlite https://familylawyerjax.com/attorneys/jay-henderlite/ Split Happens Podcast https://familylawyerjax.com/category/split-happens/ Sasso Guerrero & Henderlite Social Accounts: Facebook: https://www.facebook.com/SGHLawInstagram: https://www.instagram.com/sghfamlaw/YouTube: https://www.youtube.com/@sgh_law Daniel Struna, Practice Advisor & Attorney: https://atticusadvantage.com/team/daniel-struna/Episode 168: Should We Merge? Part 1: The 3 Biggest Mistakes with Daniel Struna https://atticusadvantage.com/podcast/should-we-merge-part-1Workbook: Should We Merge? https://atticusadvantage.com/worksheets/should-we-merge/Workshop: The Path to a Great Practice & Great Life https://atticusadvantage.com/workshops/the-path-to-a-great-practice-great-life/My Great Life Focus https://mygreatlifefocus.com/Team Leader Certification Program (Code TLC500 for $500 off) https://atticusadvantage.com/law-firm-team-leader-certification/ Curious about growing your own law firm or getting support on how to do a succesful merger? Contact Atticus to see whether our law firm coaching can help you strengthen attorney success, refine your law firm business strategy, and build a practice that actually supports your life. This podcast for lawyers is part of our broader legal podcast library, offering practical insights on how to grow a law firm through stronger law firm leadership, law firm pricing and management, smarter marketing, intentional hiring, efficient operations, healthy law firm culture, and sustainable profitability, all while addressing law firm burnout and the realities of modern practice. You can also sign up for our newsletter to get practical insights on how to grow a law firm: from law firm leadership and management to marketing, hiring, operations, culture, and profitability, so you can build a Great ...